Wealth Manager
We are seeking a highly motivated and client-focused Wealth Manager to join a dynamic and growing private wealth management firm. The successful candidate will be responsible for delivering tailored financial strategies to high-net-worth individuals, entrepreneurs, and professionals. This role requires a blend of technical investment expertise, strong interpersonal skills, business development experience, and a passion for helping clients achieve their long-term financial objectives.
Key Responsibilities
* Build and maintain strong relationships with high-net-worth clients, providing holistic financial advice tailored to their individual goals.
* Develop and implement bespoke wealth management strategies, including investment planning, retirement planning, and estate structuring.
* Conduct regular portfolio reviews, rebalancing, and performance reporting to ensure strategies remain aligned with client needs.
* Collaborate with internal investment specialists to deliver multi-asset solutions and best execution in line with risk and return objectives.
* Provide clear, transparent communication on market developments and their implications for client portfolios.
* Ensure compliance with regulatory frameworks, client suitability standards, and internal governance policies.
* Support business growth through client referrals, networking, and developing new business opportunities.
Key Requirements
* Qualified Financial Advisor (QFA) or equivalent professional designation required.
* Proven track record in wealth management, private banking, or investment advisory with high-net-worth clients.
* Strong technical knowledge of investments, pensions, and financial planning solutions.
* Excellent communication and presentation skills, with fluency in English; additional languages an advantage.
* Strong analytical skills, with the ability to interpret market trends and apply them to client portfolios.
* High levels of integrity, discretion, and client-first focus.
* Ambitious, proactive, and eager to contribute to the continued growth of a boutique wealth management business.
How to Apply:
For further information on this job opportunity please apply via this link with your CV.
Due to application volume, only candidates who meet the specific criteria as laid out on the job specification will be shortlisted to discuss.