Wealth Manager
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.
The 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.
The 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
The 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.