Wealth Management Expert

2 weeks ago


London, Greater London, United Kingdom Undisclosed Full time

We are seeking an experienced Wealth Management Expert to join our team and provide expert guidance to Ultra High Net Worth Clients on all aspects of their financial life.

This is a unique opportunity to work with a highly entrepreneurial firm that is disrupting the Private Wealth Asset manager space using cutting-edge technology and data-driven insights.

About the Opportunity

As a Wealth Management Expert, you will be responsible for advising UHNW clients on all aspects of their financial life and implications for wrappers and interaction with investment management.

You will contribute to the firm's approach to lifestyle financial planning and be part of broader initiatives aimed at building a world-class financial services platform.

  • Deliver comprehensive financial advice to Ultra High Net Worth Clients
  • Develop and maintain relationships with UHNW clients
  • Provide expert guidance on complex financial matters
  • Collaborate with cross-functional teams to drive business growth
Responsibilities

Your responsibilities will include:

  • Advising Ultra High Net Worth Clients on all aspects of their financial life
  • Developing and maintaining relationships with UHNW clients
  • Providing expert guidance on complex financial matters
  • Collaborating with cross-functional teams to drive business growth
Requirements

The ideal candidate will have:

  • Extensive experience delivering financial advice to ultra-high-net-worth clients
  • Demonstrated ability to build and maintain relationships with UHNW clients
  • Proven experience providing financial advice to sophisticated (U)HNW clients
  • Excellent technical knowledge of financial planning including trusts, pensions and intergenerational planning
  • Experience of financial planning software
  • Excellent communication skills essential
  • Advanced Diploma (or be within one exam of it) or Chartered/Certified Financial Planner (Level 6/7)
  • Detailed technical understanding of cash flow based planning
  • Inquisitive character with demonstrated desire to continue to learn and improve in relevant fields
  • Strongly motivated, sets demanding standards of personal excellence
  • Enjoys diving deep into the technology development process and seeks to streamline workflows
  • Independent thinker
  • Non-hierarchical and ego-free
Salary

Estimated salary: £80,000 - £120,000 per annum depending on experience



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