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Wealth Manager
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-03-04
Listing for:
Stephenson Executive Search
Full Time
position Listed on 2026-03-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
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.
Responsibilities:- 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
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