Wealth Manager - Norwich

Posted 14 August by Integrity Resource Solutions

My client offers bespoke banking and investment solutions to high net-worth individuals across the globe, providing a comprehensive range of investment advice across all asset classes, wealth structures and banking services. Operating in onshore and offshore markets and is organised around market-focused teams, all that they do is shaped by the five values of Respect, Integrity, Service, Excellence and Stewardship.

Due to continued growth, they are now seeking a Wealth Manager in their buzzing Norwich hub. You will be identifying, planning and developing new private banking relationships. This will involve presenting to clients as a representative of the bank and an investment professional, to a variety of audiences. You will also be achieving personal and team goals for new assets, clients and revenues.

The ideal candidate must :

CISI Level 4 qualified
• Have strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families
• Be effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions
• Delivering high quality bespoke advice, maximising value for our clients and negotiate the best commercial outcome
• Have experience in controlling and monitoring of risk within a client book
• Have excellent market exposure and multi-disciplined private banking expertise and excellent business development/cold calling skills

For your efforts, my client are offering a fantastic basic salary of £55k + bonus, alongside excellent benefits including pension, life assurance, and excellent career progression opportunities.

Interested? Please submit your CV's via the Reed link to be considered.

Application questions

Are you CISI Level 4 Qualified?
Do you have experience in controlling and monitoring of risk within a client book?
Have you previously given Investments advice?
Do you have excellent market exposure and multi-disciplined private banking expertise?
Do you hold excellent business development/cold calling skills?

Reference: 35873341

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