Wealth Manager salaries in Bentley, WMD

We’re looking for an experienced *Client Services Manager* to become the driving force behind an outstanding client experience.

£30,000 - £35,000 a year

9 days ago

Liaising with both internal and external stakeholders by telephone, letter, and e-mail. Working alongside the Private Wealth Operations Manager, Client…

The manager oversees an integration team responsible for driving workstreams, analysing data, and ensuring seamless alignment across the business.

Create and maintain a seasonal and annual calendar of events that will capitalise on keys dates, driving sales across the business;

£40,000 a year

8 days ago

Acting as an escalation point in relation to regulatory queries that are received by Advice & Regulatory Assurance, Advice & Regulatory Admin and T&C and to…

Managing inbound and outbound telephone calls with clients, providers and internal colleagues. Confident communication skills, including a professional…

£25,000 - £28,000 a year

1 day ago