Discretionary Wealth Manager
3 weeks ago
Join our team as a Discretionary Wealth Manager
About Our Firm:We are a leading national Asset Management firm with a strong presence in the private client sector.
We are looking for an experienced Discretionary Wealth Manager to help us expand our operations in Manchester and the surrounding area.
Key Responsibilities:- Manage and advise on client investment portfolios to achieve their financial goals.
- Develop and maintain strong relationships with existing and new clients.
- Collaborate with colleagues to drive business growth and expansion.
- Prioritize client satisfaction and deliver exceptional service.
- Identify new business opportunities and contribute to the company's growth.
- A strong background in UK private client discretionary investment management.
- A minimum qualification of level 6 via the CISI.
- A moderate-sized book of direct business (£30m over 18 months) and a commitment to putting clients first.
- Excellent communication skills and a drive to succeed.
Estimated annual salary: up to £130,000 plus bonus and comprehensive benefits package.
The company provides a competitive compensation package, including a basic salary, performance-related bonuses, and additional perks.
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