Senior Wealth Adviser

6 days ago


Manchester, United Kingdom Heat Recruitment Full time

Job Overview

An established national Wealth Management firm is seeking an experienced Investment Manager to join their Manchester office and lead the delivery of exceptional investment advice and services to private clients.

You will be responsible for managing and advising on client investment portfolios, identifying new business opportunities, and building and maintaining long-lasting relationships with clients.

To succeed in this role, you will need to have a solid background in private client discretionary investment management, excellent communication skills, and the ability to think strategically and make informed investment decisions.

Key Responsibilities:

  • Deliver exceptional investment advice and services to private clients
  • Manage and advise on client investment portfolios
  • Identify and pursue new business opportunities
  • Build and maintain long-lasting relationships with clients

Requirements:

  • Minimum 5 years' experience as a UK private client discretionary investment manager
  • Level 6 qualification via the CISI or equivalent
  • Established network of contacts in the private wealth sector
  • Ability to think strategically and make informed investment decisions

We Offer:

  • Basic salary up to £100,000
  • Bonus and comprehensive benefits package
  • Ongoing professional development and training opportunities


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