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.