Job Description
At FK International, we are partnering with a significant challenger institution in the Wealth Management sector, currently recruiting for a Wealth Manager with a focus on the UHNW/family office sector.
* Reporting to the MD, responsibilities will include:
* Manage key UHNW relationships, acting as a trusted advisor to clients
* Oversee portfolio analysis, financial planning and tax structuring for clients
* Identify and drive opportunities to deepen/broaden client relationships
* Support firm-wide initiatives, strategic projects and mentoring of junior team members in support of the UHNW/family office platform
Requirements for this Role
* 5+ years' experience advising UHNW/families in an advisory (i.e. tax planning, investment advisory) or Wealth Management capacity
* Relevant qualification, e.g. chartered accountant, tax (CTA), CFP or CFA
* Deep understanding of liquidity events, succession planning and tax/investment structuring
* Demonstrated experience in building trust with UHNW and sophisticated investors
About Our Client
Our client is a leading challenger institution in the wealth management sector.
Remuneration
Attractive + bonus & benefits.
Your application will be directed to
Ger Buckley.
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