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Wealth Manager, Permanent Job, Isle of Man

An internationally renowned bank has several opportunities for a Wealth Manager to join its Wealth Management team. You’ll be responsible for building and cherishing relationships with customers, supporting them and offering guidance through major life events.

The Role…

You will manage and support a portfolio of locally based customers; this will include:

  • Acting as a trusted adviser to new and existing customers, providing holistic financial advice and supporting them through key life events, such as investing in the future, planning to meet future goals via regular savings, or planning for retirement
  • Conducting personal financial reviews to identify future financial needs and goals for customers and, thus, deepen the professional relationship
  • Advising on a full range of products and services that include both internal products and those provided by external partners
  • Delivering needs-based solutions through effective communication and influencing

About You…

To excel in this role, all our client needs from you is:

  • Relevant qualifications, i.e. DipFA, CISI, CII, or equivalent QCF RDR level 4 qualification
  • Previous experience in a customer-facing role with excellent communication skills
  • Previous experience in providing financial planning

The Reward…

In return for your hard work, you will receive:

  • Generous salary and benefits package
  • Full training and coaching with plenty of opportunities for personal development and progression
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PP9160
Competitive
Alexandra Jackson
Senior Recruitment Consultant
01624 665115
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