Wealth Management Jobs in Cardiff

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Relationship Manager

Development Bank Of Wales.

profile Cardiff - UK

We are recruiting for a Portfolio Monitoring Executive / Senior Portfolio Monitoring Executive to join our Portfolio Monitoring team.Through proactive monitoring of portfolio debt investments the Portfolio Monitoring team seek to develop investment opportunities and minimize the risk of financial lo...

19 days ago
Full Time

Client Services Administrator

Attivo Group

profile Cardiff - UK

Client Services AdministratorAbout Attivo:Attivo are Lifestyle Financial Planners.Were a privately owned company. We prefer it that way. It means were free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent...

26 days ago
Full Time

Key Relationship Support (12-month Ftc)

Legalandgeneral

profile Cardiff - UK

Were recruiting for a Key Relationship Support to join this role you will support the Key Relationship Manager/s (KRM) to maintain and grow relationships within a specified account portfolio nationally. You will also support the sales profitability and adoption targets across all products and propo...

30+ days ago
Full Time