Discretionary Relationship / Wealth Manager – SOUTHAMPTON recruitment
This role sits within a team offering tailored wealth management services to high net worth private and corporate clients around the UK.
Working closely with portfolio managers and investment support staff, you will be the primary contact for the client, assessing and communicating investment solutions while working within all current industry standards and risk parameters.
The successful candidate with have a successful track record working with HNW private and corporate clients and a high level of familiarity with sophisticated discretionary investment products and solutions.
A key element of the role is also to work closely with internal and external key business introducers to expand the business and introduce new clients.
This position requires the FSA CF30 controlled function and RDR regulation.
