Wealth Client Relationship Lead

Mattioli Woods Limited; Belfast City District; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Competitive salary

34.5-hour working week

5% employer/employee pension

Life assurance

Health cash plan

25 days holiday

Training opportunities

Job summary

Mattioli Woods Limited is seeking an experienced administrator to manage a client portfolio in personal wealth management. The ideal candidate will build strong relationships, working proactively to ensure clients' needs are met and their interests protected.

This role requires clear communication, high attention to detail, and the ability to handle a fast-paced workload. Competitive salary and benefits include a supportive team environment and training opportunities.

Qualifications

• Solid experience in financial services, specifically in personal wealth management.
• High attention to detail with a varied, fast-moving workload.
• Proactive, organized approach with confidence to work independently.

Responsibilities

• Manage and administer a portfolio of personal wealth clients.
• Build strong relationships with clients and address their needs.
• Handle client queries promptly, resolving issues with care.

Skills

Communication skills

Attention to detail

Organizational skills

Client management

Job description

Mattioli Woods Limited is seeking an experienced administrator to manage a client portfolio in personal wealth management. The ideal candidate will build strong relationships, working proactively to ensure clients' needs are met and their interests protected.

This role requires clear communication, high attention to detail, and the ability to handle a fast-paced workload. Competitive salary and benefits include a supportive team environment and training opportunities.