Wealth Manager recruitment
The role will be to
Build highly proactive, lasting relationships with these clients to generate sustained revenue for the business whilst retaining existing client business
Use extensive experience and knowledge to help customers arrange their finances whilst showing appreciation for the lifestyle and financial priorities and respecting cultures and traditions
Introduce appropriate product offerings and services to clients with the aim of making their money work best for them and supporting them in understanding their finances
Develop significant sales and high levels of customer satisfaction through a mutually beneficial relationship
Experience Required
Extensive experience of building a book from scratch
Detailed understanding of banking products and proposition offerings
Detailed understanding of the Banking good practice
Good knowledge of the Bank's Risk Management principles and procedures required enabling creation of credit proposals
If you have any interest in this role please email info@pro-finance.co.uk or call Rodney Byram on 020 7269 6319
We are offering a £1,000 referral bonus for any candidates referred to us that we successfully find a new job for in the next 12 months. Please call or email me for further details. We also offer the same referral bonus for candidates that you may wish to refer to our other divisions.
Pro-Recruitment is acting as an Employment Agency in relation to this vacancy. Our diversity policy can be found at: www.pro-recruitment.co.uk. Pro-Tax (www.pro-tax.co.uk) Pro-Finance (www.pro-finance.co.uk) and Pro-Legal (www.pro-legal.co.uk) are all subsidiaries of the Pro-Recruitment Group.
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