Senior Wealth Manager Lead

5 days ago


Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full time
Job Description

This role offers a unique opportunity to join our dynamic financial planning team at Forvis Mazars. As a Senior Wealth Manager Lead, you will be responsible for managing a portfolio of high net worth individuals and businesses, providing tailored financial planning advice to help them achieve their goals.

Key Responsibilities:

  • Client relationship management, including regular reviews and strategy sessions
  • Identification and pursuit of new business opportunities, working closely with internal partners
  • Collaboration with the firm's staff and partners to drive business development and revenue growth
  • Staying up-to-date with industry trends and best practices, applying this knowledge to enhance client outcomes

Requirements:

  • Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner
  • Significant experience in wealth management, with a proven track record of success
  • Ability to communicate complex financial concepts in a clear and concise manner
  • Strong analytical and problem-solving skills

About Forvis Mazars

As a global professional services network, we operate under a single brand worldwide, celebrating individuality and teamwork. Our firm empowers employees to make a personal contribution to our shared purpose, supporting each other to deliver quality, create change, and make an impact.

Salary Range: £90,000 - £140,000 per annum, dependent on experience



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