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.