Wealth Management Professional

5 days ago


Birmingham, Birmingham, United Kingdom CV-Library Full time

We are seeking a talented High Net Worth Portfolio Manager to join our CV-Library team. In this role, you will be responsible for managing a portfolio of high-net-worth clients, providing tailored financial advice and guidance to help them achieve their financial goals.

The ideal candidate will have extensive experience in financial planning and wealth management, with a strong focus on delivering exceptional client outcomes. You will be expected to build strong relationships with clients, understand their needs, and develop personalized financial plans to meet their objectives.

We estimate the salary for this role to be around £58,000-£68,000 per annum, depending on experience, plus commission and benefits.

In this role, you will have the autonomy to work independently, managing your own client portfolio and making decisions that drive business growth. Our team is committed to providing exceptional service to our clients, and we expect our employees to embody this same level of commitment and professionalism.

If you are a results-driven and client-focused professional with a passion for financial planning, we encourage you to apply.



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