Strategic Wealth Manager
22 hours ago
We are looking for a Wealth Manager to join our team. This role involves building and developing a bank of wealth management clients, managing and supporting a portfolio of clients, and delivering tailored wealth management solutions.
The successful candidate will have a certified Wealth Management or Financial Planning qualification, a pre-existing transferable client book, and strong numerical and analytical skills with close attention to detail.
They will also have previous experience in managing high net worth clients, an understanding of lump sum investments, offshore investments, fintech, bonds or pension products, and sound judgement skills and attention to detail.
Required Skills and Qualifications- Certified Wealth Management or Financial Planning qualification
- Pre-existing transferable client book
- Strong numerical and analytical skills with close attention to detail
- Previous experience in managing high net worth clients
- Understanding of lump sum investments, offshore investments, fintech, bonds or pension products
- Sound judgement skills and attention to detail
- Opportunity for further chartered qualifications relevant to the industry
- Multitude of career opportunities and progression
- Opportunity to transfer to different locations
- Competitive commission bonus based on a transparent structure
- Individual and team training that supports your development
- Client and employee events
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