Investment Guidance Specialist

1 day ago


London, Greater London, United Kingdom Nutmeg Saving and Investment Limited Full time

About the Job:

We are seeking a talented Wealth Manager to join our team at Nutmeg Saving and Investment Limited. As a Senior Wealth Manager, you will be responsible for helping high-value clients and prospective clients navigate the Nutmeg offering and make informed decisions during their investment journey with us.

Responsibilities:

  • Provide personalized guidance to clients in line with their investment goals and attitude to risk.
  • Analyze and research data and information to ensure that you are continually aware of process, products, and services and how best to meet the needs of our clients.
  • Engage with our most valuable clients and identifying opportunities to increase the Client's share of assets with Nutmeg.

Requirements:

  • Previous experience in relationship management or business development within Wealth Management.
  • Demonstrable knowledge of retail financial products, markets, and current regulatory expectations.
  • Ability to drive own lead generation and close business from a number of different opportunities.
  • RDR Compliant Level 4 qualification (CISI, CFA equivalent).

About Us:

Nutmeg Saving and Investment Limited is a dynamic and growing business that offers a range of investment products and services to its clients. We are committed to delivering exceptional client service and supporting our clients in achieving their financial goals.

Salary: £62,000 - £82,000 per annum, depending on experience.



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