Senior Manager - Wealth Management

Company : Confidential

Job Description - Senior Manager - Wealth Management

Are you an experienced wealth professional with a passion for leadership and client-centric advice?

Meraki Talent have been appointed by a global banking client, who are looking to appoint an Senior Manager within Wealth Management to drive their wealth strategy and lead a high-performing team of Wealth Managers and Analysts.

Key Responsibilities:

Lead, coach, and mentor a team to deliver high-quality, needs-based financial advice.
Ensure full compliance with regulatory standards, acting as the first line of defence for sales quality and professional standards.
Influence internal partners to identify and refer appropriate wealth opportunities.
Manage team performance, providing constructive feedback and driving development and change.
Support the team in delivering holistic financial planning and effective client solutions.
Build strong relationships across teams and with stakeholders to deliver seamless customer service.

What You’ll Need to Succeed:

QCF Level 4 qualification
Proven supervisory experience and leadership experience
Strong external market awareness and expert knowledge of holistic financial planning and wealth products.
Ability to lead by example and promote a culture of excellence and customer focus

This is a unique opportunity to make an impact, and lead a well performing team to continued success. With a network of support and additional business knowledge hubs, this role offers additional support to share knowledge and enhance the ability of the team.

Apply Now

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Senior Manager - Wealth Management

Job Description - Senior Manager - Wealth Management

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