Senior Wealth Management Professional

4 weeks ago


London, Greater London, United Kingdom Brevere Group Full time

Brevere Group is seeking a Senior Wealth Management Professional to join our dynamic team. As a key member of our Wealth Management division, you will be responsible for managing existing clients and attracting new business.

Your Key Responsibilities:

  • Establish a presence in the local market by offering bespoke solutions to High Net Worth Clients
  • Grow the wealth management operation in the area through external introducers

Requirements:

  • Chartered Status or close to achieving
  • Broad technical knowledge across all areas of Financial Planning
  • Accomplished networker and business developer

About the Role:

This is an outstanding opportunity for a driven individual to succeed in a fast-paced wealth management environment. You will have access to a broad range of clients and connections to enable you to build your portfolio. With full technical, administrative, paraplanning, compliance, and business development support, you will be well-equipped to succeed in this role.



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