Job Description

Our client is a major UK Wealth Manager and are looking for a VP level Wealth Manager to act as a trusted advisor to their HNW clients helping them achieve their financial goals by providing wealth planning advice, investment solutions, credit solutions and day to day banking services. The primary focus of the Wealth Manager is to understand the needs and long term goals of clients and provide them with bespoke advice that helps them work towards their long term financial & lifestyle ambitions.
 
The Wealth Manager is expected to be a skilled business developer with demonstrative experience in generating, building and maintaining effective introductory relationships.

Strong relationship skills and experience of managing and handling the needs of HNW individuals and families is required. The ideal candidate will be effective in gaining an in-depth understanding of clients’ needs and advising on a diverse range of wealth management solutions.
 
All candidates must be RDR level 4 qualified, and ideally level 6.

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