Wealth Manager

Please note, completion of the CFA Level II or Level 7 CISI is an essential requirement for this role. Unfortunately, candidates without this requirement will not be considered.

A prestigious and highly regarded client in the finance industry (investments) with beautiful offices in the heart of London! The team are approximately 250 in London, with additional global offices. The business has excellent retention of staff, with personal and professional development highly encouraged and supported!

This is a Manager position, which will involve working closely with the Director to manage clients, team performance and development. Responsibilities will include (but are not limited to):

• Undertake all aspects of client relationship management across the end to end client lifecycle
• Managing a large and established book of private wealth clients
• Build deep and trusted relationships with HNW/UHNW individuals and families
• Identification of new business development opportunities
• Acquire and take on new clients – carrying out presentations and pitches, assessment of suitability and compliance checking
• Undertaking transfer of assets for departing clients where relevant
• Ensuring all client communication adheres to relevant regulation (COBS 16 and COBS
  4)
• Supporting the Director with management of a small team of Associates and Senior Associates – manage resources, monitor team performance and ensure relevant CPD training
• Act as first line of defence to adhere to current and future FCA obligations
• Ad-hoc additional support to the Director as appropriate.

• Completion of the CFA Level II or Level 7 CISI is essential for this position
• Previous experience of client relationship management within the private wealth space
• Previous experience of running with client meetings independently
• Highly service-oriented approach, including clear and concise communication with clients
• Team-playing and collaborative nature
• Previous experience of people management is not required for this position.

• Salary is competitive and dependent on experience and the business offer excellent additional benefits, including a discretionary bonus and 9% pension
• Hours are 9am – 5:30pm, with flexibility required for out-of-hours work where necessary
• The business offer a hybrid working model of 1-2 days from home.
• Our client is looking to hire ASAP, however candidates on notice periods of up to 3 months are strongly encouraged to apply.

If you are an experienced finance professional looking for the next step in their career, please apply today!