Senior Wealth Manager
Ref:SRJ1121-28386

Senior level candidate required to provide a comprehensive relationship management service to Wealth and Investment Clients, including advice regarding their long-term wealth, estate and offshore planning.  You will make a pro-active contribution to their wealth management strategy using your subject matter expertise, which will cover advice and structuring on lending, trust and banking discussions and strategic insights. 

The successful applicant will be a qualified and knowledgeable professional, with the ability to form and maintain strong relationships, developing a strong understanding of each client's requirements.  Their will be an element of business development to the role, and you will also be involved in budgeting and financial performance. 

Applicants should be suitably qualified, and have considerable relevant experience and technical knowledge in the financial services industry, preferably with relationship management experience in Wealth, Private Clients, Business Banking or Investment Banking.  You will have a good level of customer understanding, strong personal banking product knowledge and in depth awareness of banking processes and procedures. 

Select.je take on new vacancies and assignments on an hourly basis, we aim to get them live ASAP, during busy times there may be a delay so don't wait for your dream job to find you, get your CV emailed to us today to hello@select.je

Department: Wealth & Investments
Hours: Full time
Job Type: Permanent
Qualifications: Candidates should hold relevant professional qualifications, eg PCIAM, IAD Level 4, CISI etc.

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