Wealth Relationship Manager

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 1972, 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 strictest 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 190 people from over 27 countries around the world with Assets Under Management and Administration of over 2 billion.

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.

• 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

All Applications will be acknowledged and treated with maximum confidentiality

“The enduring goal of Calamatta Cuschieri Moneybase plc is that the composition of our workforce should reflect that of the communities in which we work.”