I'm supporting a well-respected wealth management firm in their search for a Wealth Manager. The firm, who are renowned for their prestige and experience within the UHNW space, are looking for an individual experienced in the provision of private client investment advice to join their Manchesters team.
As a Wealth Manager, you'll be responsible for the management of relationships with the firm's UHNW clients, whose portfolios range from £5M-100M+ in size. You'll develop an in-depth understanding of your clients' personal circumstances, risk profile and investment objectives, and will use this knowledge to provide bespoke investment advice.
You'll play a significant role in the generation of new business, utilising your ‘hunter' mindset to bring on new clients. You'll also receive a some of internal referrals to help you build upon the existing book.
This is an ideal opportunity for individuals with demonstrable experience of offering investment advice to UHNWI. This is a regulated role and as such prior completion of the level 7 CISI Chartered Wealth Manager is essential.
Basic salary is dependant on experience but ranges from £80k up to £100k plus a generous bonus and benefits package.