Wealth Manager

About the Role

An established and expanding wealth advisory firm is looking for a seasoned Wealth Manager to join its senior advisory team. The firm focuses on serving affluent and high-net-worth private clients, offering comprehensive financial planning and discretionary investment guidance.

This senior client-facing role requires an adviser who is commercially astute, technically proficient, and adept at handling multifaceted client relationships. The successful candidate will take on an existing portfolio of valuable clients and actively contribute to business development and sustainable growth.

Key Responsibilities

• Oversee and expand a portfolio of high-net-worth and affluent customers
• Provide all-encompassing financial planning and strategic wealth advisory services
• Lead meetings to review client portfolios and investment strategies
• Spot and propose opportunities for enhanced planning, asset protection, and structuring
• Establish and nurture connections with solicitors, accountants, and other professional introducers
• Ensure adherence to regulatory requirements and suitability standards
• Support the firm's revenue targets and growth plans through client relationship management

Candidate Profile

• At least 10 years of experience in private client wealth management
• Demonstrated success advising high-net-worth individuals
• Extensive technical expertise in pensions, investments, tax strategies, and estate planning
• QFA qualification mandatory; CFP or equivalent advanced credential desirable
• Commercially savvy with proven revenue generation capabilities
• Strong professional presence and credibility among sophisticated clientele
• Maintains high levels of professionalism and confidentiality