The Wealth/Relationship Manager is a trusted advisor, helping clients achieve financial goals through wealth planning advice, investment and credit solutions, and banking services.
The role involves understanding client needs and providing bespoke advice to help them reach their financial and lifestyle ambitions.
Key Responsibilities
Achieve personal objectives and assist in meeting team targets for new clients, investable assets, credit, and wealth planning revenue.
Meraki Talent's client is currently looking for a talented Financial Planning professional to join them as a Wealth Manager.
Within Wealth & Personal Banking they support millions of individuals, families, business owners and investors with their banking, mortgage, savings, investments, insurance and wealth management needs.
Our client is a leading Global Bank which has a highly successful Wealth offering embedded within their business.
Our client, a national wealth management firm, is seeking an experienced, qualified Investment Manager to join their highly successful team.
This is a role that is part of the wider growth strategy so we are looking for someone who either has clients to bring or is a proven and motivated business developer, as there isn't a client bank to inherit from day one.
There is a clear progression structure on offer and extensive support as expected of a leading corporate in their field.
We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them.
To provide administration support to the Wealth Client Executive and Financial Planner(s) in the delivery of service to their clients
Key Responsibilities
Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.
A well established Private Bank is currently in search of a Wealth Manager to join their Manchester based team.
In this role, you will play a pivotal part in delivering top-tier investment advice and nurturing client relationships, collaborating closely with the Portfolio Management team.
Renowned for their client-centric approach, this firm offers a premier investment proposition and a comprehensive banking suite.
The Wealth Manager will work closely with 2 Senior Directors who have full responsibility for client relationships, with the intention of the successful candidate being introduced to clients and a longer-term plan to have individual responsibility.
A rare opportunity has arisen with a leading private bank who require a Wealth Manager to join their busy team based in the center of Leeds.
The existing team currently manage over £1bn of ultra-high-net-worth private client assets which continues to grow via internal channels, along with a strong existing network of professional introducers.