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Wealth Manager

  • Location

    Exeter

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £60000 - £90000 per annum, Benefits: Bonus + Benefits

  • Contact:

    Graeme Winn

  • Contact email:

    graeme.winn@bwd-search.co.uk

  • Contact phone:

    01132743000

  • Job ref:

    GW0108/EXE

  • Published:

    4 months ago

  • Duration:

    n/a

  • Expiry date:

    2019-08-29

  • Startdate:

    2019-08-01

  • Consultant:

    #

An opportunity has arisen for an Investment Management focussed individual (ideally CISI Level 6 minimum) to join an established Private Bank with an excellent reputation in the market. 
 
The basics;
 
- Remote working 
- HNW Client book to inherit
- Devon/Cornwall focus
 
This is an excellent role for an individual who enjoys autonomy and has a proven ability for time management and enjoys maintaining and growing client relationships. It is essential that the successful individual for this role has a strong network across the region.
The purpose of is to help clients achieve their financial goals and provide bespoke advice. Being part of a dedicated team it will be advantageous to have an understanding of wider financial advice. 
 
In return you will receive a strong basic package along with market leading benefits and the stability of a strong brand to support your career.