Wealth Manager
About this role
Wealth Manager
Wealth Manager - Wealth Management
locations
Manchester, Spinningfields
Liverpool, Chapel Street (Flex office)
time type
Full time
posted on
Posted Today
time left to apply
End Date: August 24, 2026 (24 days left to apply)
job requisition id
JR-0000099160
Job Description
Purpose of the role
To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.
Accountabilities
- Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
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