Wealth Manager salaries in Longbridge, WMD

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

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

Assisting with the IFA recruitment process, ensuring that all regulatory and internal requirements are satisfactorily adhered to in a timely manner.

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

Proficiency in a number of valuation techniques including: discounted cash flow, multiples analysis, options and other derivatives pricing, intangible asset and…

Oversee compliance monitoring and reporting, managing risks and enhancing learning effectiveness. Support the Audit Stream L&D team to design, develop, and…