Private Wealth Manager

2 days ago


Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

We are looking for a Private Wealth Manager to join our team at IDEX Consulting. In this role, you will be responsible for building relationships with new and existing private clients, understanding their financial needs, and proposing suitable solutions and strategies.

Job Description:
  • Understanding and reviewing clients' financial needs, attitude to risk, and personal circumstances to propose suitable solutions and strategies.
  • Producing detailed written reviews and proposals to alter existing investment portfolios.
  • Managing out existing investments and reinvesting capital into managed portfolios.
Requirements:

The ideal candidate will have excellent communication and interpersonal skills, as well as the ability to build strong relationships with clients. You should also have a good understanding of financial products and services, as well as the ability to analyze complex data and make informed decisions.

Estimated salary: £60,000 - £80,000 per annum, depending on experience.



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