Overview

Are you an experienced and proactive financial professional with a knack for building strong client relationships? Our client is looking for a Private Client Wealth Manager to join their team of investment specialists. This role is perfect for a self-starter who excels at providing top-tier service to private wealth clients and is driven by the achievement of targets.

Responsibilities Provide exceptional service to existing private clients, addressing their queries and needs with professionalism and efficiency. Conduct in-depth client reviews to assess their current financial situation, analyze their needs, and make suitable recommendations. Help your team achieve monthly Funds Under Management (FUM) targets and other deliverables. Manage, track, and follow up on all leads to ensure timely contact. Utilize our company’s CRM package, XPlan, to manage client information and maintain accurate records. Ensure all administrative and business processes are fully compliant w...