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Senior Wealth Manager
2 months ago
As a seasoned Senior Private Banker, you will have the opportunity to take the helm in managing and expanding a successful portfolio of high-net-worth clients within the Private Wealth department.
This dynamic Senior Relationship Management role is ideal for a seasoned private banker or account manager with a talent for acquisitions and a desire to advance their career.
Key Responsibilities:
- Build and maintain strong, lasting relationships with high-net-worth clients, delivering exceptional service and financial solutions.
- Identify and seize opportunities to grow your client portfolio, leveraging your expertise to attract and integrate new clients.
- Enjoy generous benefits, including extensive parental leave options.
About You
You will excel in client acquisition, leveraging a strong network to identify, attract, and acquire high-net-worth clients. As an excellent communicator with exemplary negotiation skills, you will display a client-first mindset and be a solutions-oriented individual.
Requirements:
- Strong commercial acumen, with the ability to understand and act on financial opportunities and market trends to benefit clients and the business.
- Confidence working effectively with cross-functional teams.
- Proven track record of meeting or exceeding financial targets, such as asset growth, revenue generation, and client satisfaction scores.
- High ethical standards and a strong commitment to compliance and regulatory requirements in wealth management.
- A bachelor's degree in finance, economics, business administration, or a related field is highly regarded.
About the Company
Our client offers a rewarding career with an exceptional remuneration package tailored to your expertise. Experience unparalleled growth opportunities within a nationally renowned company that champions a family-first culture and boasts an irresistible, flexible work environment.
Discover a highly competitive product range and become part of a dynamic, supportive team.
About TR3 Recruitment
We are a boutique firm specialising in the provision of tailored recruitment and consulting services. Our primary objective is to provide the best possible service to our candidates and our clients, whilst upholding our driving principles of sustainability, mutuality and trust.
