Wealth Relationship Manager

About The Company Calamatta Cuschieri Moneybase plc is a privately held Fintech Group that operates in Investment Services, Fund Administration, Online Investing, and Payments. With roots dating back to 1971, the Group today is evolving at a fast pace whilst keeping the same core principles, that of providing clients the best service using the latest technology and the top professionals in their field, whilst ensuring the strong governance and ethics.

We are committed to attracting and selecting the very best people to join our team and to creating a workplace that promotes individual career growth; we value our people and their well-being. The group employs over 210 people from over 27 countries around the world with Assets Under Management and Administration of over 3 billion.

About The Role The Wealth Relationship Manager will manage and develop relationships with high net worth (HNW) and affluent clients, with a focus on retaining clients, growing assets and generating new business from HNW and corporate clients. The ideal candidate will be commercially minded, experienced in wealth management and able to help drive the next phase of growth of our Discretionary Portfolio Management (DPM) business.

Duties & Responsibilities

• Manage and develop a portfolio of existing DPM clients, building strong, long term relationships and ensuring a consistently high level of service and engagement.
• Proactively identify opportunities to grow existing client relationships, increase assets under management and generate referrals.
• Develop new DPM business through personal and professional networks, referrals, existing relationships and other business development initiatives.
• Maintain a strong understanding of each client’s objectives, requirements and portfolio, acting as an effective link between the client and the investment team.
• Ensure client specific requirements and requests are clearly communicated to the investment team and follow through to ensure they are appropriately addressed.
• Maintain sufficient knowledge of portfolio positioning, investment decisions and their underlying rationale to respond promptly and confidently to client queries.
• Participate actively in investment and team meetings, contributing constructively to portfolio strategy, client requirements and the continued development of the DPM proposition.
• Work closely with the Head of Wealth Management and coordinate effectively across all aspects of client management, business development and portfolio management.
• Work collaboratively with the wider Wealth Management and investment teams to deliver a high quality and consistent client experience.

Requirements

• At least 5 years’ relevant experience in wealth management, private banking, investment management, financial advisory or a related field.
• Strong understanding of investments, financial markets and portfolio management.
• Proven experience managing and developing relationships with HNW and affluent clients.
• Demonstrated ability to retain and grow client assets and generate new business.
• A commercial, proactive and relationship focused approach, with the confidence to engage with sophisticated investors.
• Excellent communication skills, including the ability to explain portfolio positioning and investment decisions clearly to clients.
• Strong organisational skills, attention to detail and ownership of client relationships.
• Ability to work closely with the Head of Wealth Management and investment team while exercising initiative, sound judgement and independence.

Relevant professional investment or financial services qualifications would be an advantage

Package

We are committed to attracting and selecting top people to join our team. We are also committed to creating a workplace that encourages individual growth; we value our people and their well-being.

What We Offer

• Ongoing internal training
• External training opportunities
• Study Leave
• Sponsorship schemes for further studies
• Opportunities for career growth
• Discretionary performance bonus
• Employee referral incentive

We are offering a competitive salary for this role commensurate with experience. Visit the home page to see more about our company

By submitting this application, I confirm that all the information given by me in this application for employment and any additional documents attached hereto are true to the best of my knowledge and that I have not wilfully suppressed any material fact. I confirm I have disclosed if applicable any previous employment with Calamatta Cuschieri Moneybase Plc. I accept that if any of the information given by me in this application is in any way false or incorrect, my application may be rejected, any offer of employment may be withdrawn or my employment with Calamatta Cuschieri Moneybase Plc may be terminated summarily or I may be dismissed. By submitting this application, I agree that my personal data will be processed in accordance with Calamatta Cuschieri Moneybase Plc's Candidate Privacy Notice