Commodity Account Manager overseeing supplier selection and contract negotiation to improve sourcing strategy at Carrier Global Corporation. Collaborating with clients and stakeholders while delivering market insights and strategies.
About the role
- Wealth Manager developing and delivering holistic wealth plans for private banking clients and managing their investment needs. Engaging with specialists and reviewing investments and pensions.
Responsibilities
- Manage investment needs of private banking clients
- Develop and deliver holistic wealth plans
- Undertake investment and pension reviews
- Provide wealth management product advice
- Engage with specialists where appropriate
- Ensure client experience guidelines are adhered to
- Provide guidance and motivation to colleagues.
Requirements
- Appropriate qualification as per FCA Training and Competence handbook
- Minimum QCA level 4
- Investment skills including detailed client profiling, risk analysis, and asset allocation
- Extensive experience in pensions and financial planning
- Ability to articulate views on macro-economic environments and financial markets
- Good relationship and interpersonal skills
- Proven track record of meeting targets.
Benefits
- Hybrid working model
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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