HNW Wealth Management Expert
6 days ago
We are seeking an experienced Financial Planner to join our team at Eden Resourcing. In this role, you will be responsible for managing and developing a portfolio of high net worth clients, providing them with bespoke wealth management services and ensuring their financial growth and security.
The ideal candidate will have achieved Chartered Status and possess broad technical knowledge and understanding of industry developments. They will also have a proven track record in building and developing a portfolio of HNW clients. The estimated salary for this position is £80,000 - £120,000 per annum, depending on experience.
This is an excellent opportunity for a motivated and ambitious individual looking for a new challenge. You will be working with a dedicated team that offers wide-ranging technical, administrative, and development support. As a skilled client manager, you will be able to develop and maintain internal and external relationships.
Some of the key responsibilities of this role include:
- Managing and developing a portfolio of high net worth clients
- Providing bespoke wealth management services
- Maintaining internal and external relationships
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HNW Wealth Management Expert
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