Senior Wealth Manager

1 month ago


Glasgow, Glasgow City, United Kingdom IDEX Consulting Ltd Full time

The role of Senior Wealth Manager at IDEX Consulting Ltd is to provide comprehensive financial planning and investment strategies for high net worth individuals and families.

Key Responsibilities:
  • Understand and review clients' financial objectives, attitude to risk, and existing personal circumstances to propose suitable investment solutions.
  • Build relationships with new and existing private clients to provide ongoing support and administration.
  • Manage investment portfolios, including 'managing out' existing investments and reinvesting capital into managed portfolios.
  • Regularly report changes within portfolios and performance to clients, and attend review meetings as required.
  • Identify wealth management opportunities for referral to internal Financial planners or execution.
  • Engage with prospective clients, present and discuss propositions, and convert prospects into clients.
  • Develop and deepen relationships with existing clients, providing ongoing support and administration.

Requirements include a minimum diploma level 4 qualification, preferably Chartered, and CF30. Candidates should be driven, ambitious, and possess excellent client focus.

In return, successful candidates will receive a competitive salary and benefits package, including PMI and PHI.



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