VANRATH is supporting a valued client in recruiting a Wealth Manager for a prestigious organization based in Belfast with a Global Presence.
Salary - Negotiable Based on Experience + Private Medical + Cash Bonus + Hybrid Working + Additional Benefits
Hours - Mon-Fri, 09:00-17:00 (Flexible Start Times + Hybrid Working)
Key Responsibilities:
* Manage long-term client relationships
* Advise on pensions & retirement planning
* Develop financial plans and provide tailored financial advice and products
* Implement strategies including retirement, tax, and estate planning
* Stay updated on pension legislation and regulatory changes
* Generate new business opportunities
* Lead sales efforts and develop junior team members
Key Requirements:
* Relevant professional qualification or Degree/Master's in related field
* Proven track record of delivering results
* Excellent communication skills
* Strong influencing, negotiation, and presentation skills
* Team player with a proactive approach
* Ability to adapt and respond quickly
* Minimum 5 years' experience in wealth management advising clients
* Strong IT skills, including MS Office
* Adherence to compliance and regulatory standards
* Self-motivated with market opportunity awareness
If interested, contact Phil Doherty at VANRATH for a confidential discussion.
INDPD
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