Job Description
Senior Private Client Investment Manager
- Private Client, HNW, Private Office, Wealth Management,
- UK Wealth Manager, South East, UK
About Our Client
My client is a dynamic Banking and Wealth Management group with UK and International capability across corporate, investment and private banking functions.
Job Description
Role Responsibilities will include;
- Advise high net worth clients to develop strong client relationships.
- Deal with day to day queries relating to both new and existing business.
- Understand client financial situations, identify needs and propose appropriate solutions to meet client needs and objectives.
- Develop client understanding of solutions and challenge inaccurate client perceptions.
- Engage clients in accordance with company compliance requirements, best practice and regulations.
- Lead client presentations and client reviews.
- Review, approve and sign off technical reports and letters to clients.
- Take ownership of revenue generation.
- Work with Directors and Managers within the Company to identify and respond to potential opportunities.
- Develop relationships with Professional Networks to develop new business from those relationships.
The Successful Applicant
You will be responsible for generating revenue through developing and maintaining a portfolio of high net worth clients and providing financial services to those clients in terms of investments, banking and financial planning.
What's on Offer
A market leading remuneration package with the flexibility to attract and reward our client's target candidate
Page Executive are inclusive Recruiters and Hirers, as reflected in our Clear Assured Gold Standard Accreditation from the Clear Company. We are passionate about attracting diverse talent and are committed to ensuring our processes are inclusive and supportive.
Page Executive is part of the PageGroup. 200 Dashwood Lang Road , Addlestone , Surrey , KT15 2NX