Wealth Manager salaries in Topsham, DEV

Acting as a first point of contact for clients by telephone and email, providing a warm, confident and professional service.

Build Lasting Partnerships: Cultivate deep relationships with high-net-worth individuals and families, understanding their unique financial and personal goals…

Additionally, any successful applicant will be expected to manage these internal product capabilities to ensure new functionality is fit for purpose; that…

8 days ago

Meet or exceed sales targets by developing and executing effective sales strategies. Proven track record of achieving or exceeding sales targets and driving…

Keeping a schedule of statutory agreements and supervising junior team members dealing with statutory agreements.

Collaborating with the shop manager to run a profitable, customer-focussed shop that is the 'window of the British Red Cross' on the high street.

£24,969 a year

14 days ago