Wealth Manager

I am working with a modern, client-centric wealth management firm focused on serving high-performing individuals, founders, and entrepreneurial families. The firm positions itself as a strategic financial partner rather than a traditional investment-only advisor.

They are looking to hire an ESG/SRI interested Wealth Manager to aid further growth of the business.

• Manage client portfolios in line with the sustainable and impact-led investment framework.
• Ensure full compliance with FCA regulations and internal risk management processes.
• Contribute to the definition and execution of the wealth strategy.
• Act as the first point of contact for clients.
• Host regular client meetings and maintain proactive contact through telephone, e‑mail and in‑person discussions.
• Develop a deep understanding of clients’ investment objectives, risk profiles and values, tailoring portfolio management accordingly.

• Strong knowledge of asset allocation and suitability.
• Familiarity with investment management regulation and compliance obligations.
• A proven track record of client acquisition and retention.
• A compelling business plan, with a transferrable book of clients welcome but not essential.
• A genuine commitment to sustainable and impact investing