The Company: Our client is a wealthmanagement company, highly recognised and fantastic reputation. The Role: The Business Manager will work closely with the Front Office, specifically with the Client Services teams and senior stakeholders to drive business, technological and regulatory related improvements across the Client Services team. … The Business Manager will focus on developing strategic plans to support the WealthManagement firms long-term goals and help identify areas for improvement and implement change to increase efficiency to meet the needs of a rapidly growing business. The Business Manager will provide analytical support to the … Client Services Team across all aspects of the WealthManagement business The Business Manager will provide support/lead on IT Projects as required, be a key driver of change andwill act as point of contact for new investment services as required. The Business Manager will collaborate with more »
THE COMPANY An established and highly reputable WealthManagement firm based with the City of London. THE ROLE The Sales Trainer will work closely with the Front Office Investment Management and Financial Planning teams to focus on building out new client business and maintaining client business already … and seminars both in person and virtually. The Sales Trainer is to assess individual training needs of team members and customise accordingly for the WEALTHMANAGEMENT business. The Sales Trainer will work alongside the WEALTHMANAGEMENT firms sales leadership to identify areas of improvement and build … strategies to better them. The Sales Trainer will design and deliver an effective new joiners proposition and sales programme as well as effective sales management training. The Sales Trainer is expected to evaluate all training programmes through feedback mechanisms and performance metrics. The Sales Trainer will provide continuous coaching more »
The Company: Our client is an Investment and Wealthmanagement company, highly recognised and fantastic reputation. The Role: The ISA Asset Transfers Analyst role will sit within the ISA & Asset Transfers team. The successful candidate would ideally have an understanding of Trade Settlements processes and Asset Transfers and more »
