Senior Wealth Manager

16 hours ago


Cardiff, Cardiff, United Kingdom Austin Fraser Full time
Senior Wealth Manager

Austin Fraser is looking for a highly skilled Senior Wealth Manager to join our team in the Cardiff area. This role offers a unique opportunity to work with high net worth clients and help them achieve their financial objectives.

The ideal candidate will have excellent communication skills, be able to analyze complex financial data, and have a strong network of contacts.

Job Summary:

  • Manage a portfolio of high net worth clients
  • Analyze financial data and provide recommendations to clients
  • Negotiate better deals with providers on behalf of clients
  • Stay up-to-date with financial law changes and economic trends
  • Provide regular updates on clients' financial performance and investment progress

Requirements:

  • At least 5 years of experience as a Financial Advisor with a strong client base
  • Degree in business management or accountancy services, or Level 4 qualification
  • Excellent customer service and account management skills
  • Strong networking abilities
  • Proficient computer skills and solid understanding of economics and finance

Benefits:

  • Salary: £39,000 per annum
  • Bonus structure: 30% extra bonus on new business fees, 5% discretionary bonus annually
  • Holiday entitlement: 20 days plus Christmas period off
  • Car parking available
  • Supportive colleagues and collaborative environment
  • Ongoing training and professional development opportunities
  • Potential earnings: OTE uncapped at £100,000


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