***Wealth Manager for Tier 1 Bank*** recruitment
Responsibilities include:
• Achieve target in meeting the demands of the business by converting introductions into new business, ensuring achievement of the company’s minimum standard conversion rates.
• Conduct interviews with new and existing clients to review and meet their immediate and on-going financial needs; actively selling and/or introducing appropriate bank products and services and referring to other product specialists where required in order to compliantly achieve individual/team targets and productivity measures.
• Ensure delivery of service standards and sales targets for own area of responsibility, so clients are provided with a competitive and responsive level of service and sales/income targets are met.
• Produce a quarterly business plan, implement, review progress and take necessary corrective action to ensure delivery of the required business results.
• Produce timely and accurate reporting and recording of information as required by the Company ensuring that trends and opportunities can be identified by senior colleagues in a timely fashion.
• Actively develop, maintain and build on relationships with internal and external business development contacts, in order to ensure a high standard of new introductions to deliver business results.
Essential Qualification for role:
• A demonstrable track record of success
• Experience of a business model that requires interaction with the retail team
• Proven experience of providing holistic advice – pension, investments and protection mix
• Minimum FPC 1-3 or CeFA 1-4 qualified with a commitment to secure Level 4 qualification in preparation for RDR
Alongside the technical requirements, successful candidates will be able to display:
You will also need to demonstrate:
• A positive and dynamic approach to working
• High intellect with an ability to converse across a number of levels
• Genuine passion for delivering customer service excellence
• A natural ability to build rapport
Please contact Alice Day on 020 3465 0115 to discuss further and for other Wealth Management opportunities.