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High net worth relationship manager

beBeeWealth
Relationship manager
Posted: 8 February
Offer description

Senior Wealth Management Professional We are seeking an exceptional individual to join our team as a Senior Wealth Management Professional. This is a highly rewarding opportunity for those who thrive on building strong relationships with high-net-worth individuals and driving business growth. About the Role * Engage with pre-qualified leads to understand their investment goals and provide tailored solutions; * Collaborate with internal specialists to ensure seamless client transitions; * Develop new business opportunities through scheduled consultations; * IDentify opportunities to onboard new clients and assets; The role requires: The Ideal Candidate A proven track record of success selling investment or financial services; A minimum of 5 years' experience working with high-net-worth individuals; A QFA or APA qualification (or equivalent) preferred; The successful candidate will have:

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