Wealth Management Professional

18 hours ago


London, Greater London, United Kingdom Nutmeg Saving and Investment Limited Full time

Job Description:

We are seeking a highly skilled Wealth Manager to join our team at Nutmeg Saving and Investment Limited. As a Senior Wealth Manager, you will be responsible for providing expert guidance to high-value clients and prospective clients in making informed decisions during their investment journey with us.

Key Skills and Qualifications:

  • Proven experience in relationship management or business development within Wealth Management.
  • Demonstrable knowledge of retail financial products, markets, and current regulatory expectations.
  • Ability to drive own lead generation and close business from a number of different opportunities.
  • RDR Compliant Level 4 qualification (CISI, CFA equivalent).

About Our Company:

Nutmeg Saving and Investment Limited is a leading provider of investment products and services to individuals and families. We are committed to delivering exceptional client service and supporting our clients in achieving their financial goals.

Estimated Salary: £65,000 - £85,000 per annum, depending on experience.



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