The Wealth Manager acts as a trusted advisor to clients helping them achieve their financial goals by providing wealth planning advice, investment solutions, credit solutions and day to day banking services. The primary focus of the Wealth Manager is to understand the needs and long term goals of clients and provide them with bespoke advice that helps them work towards their long term financial & lifestyle ambitions.
- Maintain the highest levels of client service and delivery.
- Act as key contact and be recognised as an expert for banking products, credit advice and client queries.
- Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome.
- Act as the key interface between the client and other parts of the group, including:
- Wealth Planning
- Wealth Credit
- Discretionary Portfolio Management
- Investment Advisory
- Legal & Compliance