Wealth Management

Job Title:

Premier Relationship Manager-Letchworth




Wealth Management



Contract Type:


Salary :

42000 to 56000 OTE 70k

Job Description:

 The Company

Our client is one of the word’s leading banks which has an excellent reputation and strong presence within the Wealth Management arena. Due to continued growth of the economy and house prices increasing my client is looking to recruit a talented individual to compliment one of the top performing teams in Letchworth.

The Role

You will manage a portfolio of around 400 high networth clients all with over £250k of liquid assets. You′ll be supplied with excellent referrals from work colleagues who specialise in making sure you have a good quality pipeline. You will then meet the clients face to face to undertake a full fact find and recognise your customers needs and delivery professional advice from an array of awarding winning investment products. To be successful in this role you will need to be very client focused and deliver a continued wealth management service to maximize your clients profits and maintain the highest level of professionalism.

 Candidates Requirements.

Applicants we need be very dynamic, customer focused, hard working, driven, professional and go that extra mile to exceed customers expectations. You will need to be Dip CII RDR level 4 qualified or equivalent and hold CAS or held it within the last 12 months and have a good sales track record. However our client will look at candidates with previous experience from a bancassurance or estate agencies who had time out from  the industry.


Excellent career progression, great working environment, recognition and rewards for top achievers, generous packages with fantastic employee benefits which include, pension, life assurance, healthcare, and bonus scheme.

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