Wealth Manager - Market Harborough, UK - Up to £100,000 per annum.
We working alongside a firm seeking an experienced Wealth Manager to join their prestigious firm in Market Harborough. The successful candidate will provide bespoke financial advice and manage client portfolios, focusing on long-term growth and wealth preservation. This role involves working closely with high-net-worth individuals to develop tailored investment strategies that align with their financial goals.
Key Responsibilities:
- Cultivate and maintain strong client relationships through exceptional service and trust.
- Develop and implement comprehensive financial plans tailored to individual client needs.
- Monitor and manage diverse investment portfolios, ensuring alignment with clients' risk tolerance and financial objectives.
- Conduct regular portfolio reviews and adjustments based on market conditions and client goals.
- Stay abreast of financial market trends, regulations, and new investment opportunities to provide informed advice.
Qualifications:
- Level 4 Diploma in Regulated Professional Financial Advice required.
- At least one year experience with a proven track record in wealth management.
- Excellent analytical skills with the ability to interpret complex financial data and trends.
- Superior communication and interpersonal skills, with the ability to explain financial concepts clearly
- High ethical standards and a client-focused approach to financial planning
Benefits:
- Competitive salary with a performance-based bonus structure, up to £100,000 (DOE).
- Competitive benefits package
- Opportunities for continuous professional development and career advancement
- Flexible working arrangements to support work-life balance
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
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