Posted 11 months ago
Senior Wealth Manager
LondonOn-site
AI Summary
Manages high-net-worth client portfolios, provides personalised financial advice, and builds lasting client relationships to drive profitability and client satisfaction.
About this role
- Developing a client portfolio and ensure proactive and quality follow-up of your customers
- Building and maintaining your network necessary for the acquisition of new clients
- Providing personalised advice and offering tailor-made solutions and services to your customers, in constant pursuit of their satisfaction
- Building trusting and lasting relationships with your clients
- Contributing to the profitability and the evolution of the EAM's value proposition
Skills
Client Relationship ManagementEstate PlanningFinancial ModellingFinancial PlanningInvestment AdvisoryPortfolio ManagementRegulatory ComplianceRisk AssessmentTax PlanningWealth Management
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