Wealth Manager

Found in: Appcast UK C2 - 2 weeks ago

London Area, United Kingdom BWD Search & Selection Full time

A well established Private Bank is currently in search of a Wealth Manager to join their London based team. Renowned for their client-centric approach, this firm offers a premier investment proposition and a comprehensive banking suite.


In this role, you will play a pivotal part in delivering top-tier investment advice and nurturing client relationships, collaborating closely with the Portfolio Management team.


This opportunity enables you to craft tailored wealth management solutions for High Net Worth individuals within an environment that values autonomy and maturity, setting it apart from traditional banking institutions.


You should be comfortable in identifying opportunities to expand the client base through your existing professional network.


It is essential you have prior experience in providing investment advice and building relationships with a portfolio of HNW clients and prospects,


As this is a regulated role, you must hold th CISI level 4 IAD qualification as a minimum, aspiring to Level 6/7

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