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IDEX Consulting Ltd
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Bristol, Bristol
Wealth Manager
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Job Type: Full-time |
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Salary: £50,000 per annum |
Overview
Every company says that relationships are the most important things but often they don't practise what they preach. So what if there was a role, for one of the worlds most established Wealth Managers, where the entire focus is on maintaining and building client relationships? They need someone to manage this relationships, mainly with private clients but some with IFA's too, working to make sure that reputation of the firm remains high and the clients are happy. They're a household name with a brilliant reputation. You'll be the central point of contact for these HNW clients, working with other areas of the business to ensure these people get the right service from the right people. You'll manage millions of pounds of wealth based around Devon and Cornwall. You'll be home based and have complete control of your diary Candidates will be RDR level 4 qualified, ideally level 6. You'll have a deep knowledge of the wealth management marketplace and will be comfortable talking about a wide range of products and services. Specific knowledge of the needs of high net worth individuals, focussing on investments would be an advantage. You'll take pride in building lasting relationships with a range of different people. You'll be happy to travel around Devon and Cornwall. Sound like you? Or want to hear more? Drop me a message, lets have a chat. Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.