Our client is presenting a unique opportunity within the Northern Ireland market to join a highly regarded organisation with a first-class internal network. This role offers the chance to work directly with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, providing tailored financial solutions and long-term relationship management. It is an excellent opening for an ambitious professional to build and nurture profitable partnerships and make a lasting impact in the wealth management space.
This is also an excellent opportunity for a returner seeking to re-establish their career in Wealth Management, with access to a strong internal network and structured support to ensure long-term success.
Role
* Manage and grow a portfolio of clients with investable assets of £1M+, building strong, trusted relationship
* Analyse client data across portfolios and cash flow to identify insights and opportunities
* Research industry trends and regulatory changes to provide tailored strategies and recommendations.
* Provide expert guidance on investment, risk management, and wealth planning strategies
* Assess financial, legal, and operational risks, implementing strong control measures
* Document all client interactions and outcomes to support transparency, product development, and wider bank strategy.
* Monitor client satisfaction, revenue, and performance metrics to ensure sustained relationship success.
Person
* Demonstrable experience in relationship management, ideally with professional client base
* RDR Level 4 qualified, ideally with exams enabling portfolio management or regulated investment advice in the UK
* A natural business developer, with the ability to identify opportunities, build networks, and grow profitable client relationships
* Highly motivated, resilient, and willing to take a hands-on approach
Rewards
* Generous base salary
* Performance related bonus
* Market leading benefits
* Hybrid working
* Significant support and development opportunities
To apply for this Wealth Manager job please click on the link below or contact Laura Haggan to discuss in the strictest confidence.
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