Relationship Manager - Regulated Wealth
Job # 7366 | Permanent | Banking
This role manages and supports a portfolio of local clients at a global bank, acting as trusted advisor to give holistic financial advice.
You will be responsible for identifying the needs of the customer and providing tailored wealth management and financial planning services, continually monitoring possible risks and opportunities.
The ideal candidate will hold a relevant level 4 qualification such as Dip CII or CISI and have experience working in banking or relationship management environments. You must be able to deliver excellent customer service, have great communication skills and a flexible approach.
Benefits will include health insurance, a pension scheme and good holiday.