Senior Wealth Planner - Wealth Management

Birminghamonsitesenior

Posted today · via Workday

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About this role

Job Description Purpose of the role To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success. Accountabilities Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs. Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.…

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What we'd score you on

reqspace match rubric

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Skills match

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Level fit

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Domain experience

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Recency

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Location fit

This role is based in Birmingham. We weight your proximity and willingness to relocate.

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Skills in this role

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