Private Wealth Manager

5 days ago

London Area, United Kingdom Jackson Rose Recruitment Solutions | Marketing, PR & Comms Recruitment Full time £60,000 - £72,000 per year

Private Wealth Manager

Ultra-High Net Worth Individual

Salary - £45-60k base + 1-2% of all profit

About the Role

A distinguished ultra-high net worth individual is seeking an exceptional Private Wealth Manager to provide strategic oversight and management of a substantial investment portfolio and diverse asset base. This is a unique opportunity to work directly with a principal client in a trusted advisory capacity, delivering bespoke wealth management solutions.

Key Responsibilities

The successful candidate will be responsible for developing and executing comprehensive wealth strategies, including investment portfolio management, asset allocation, and risk management. You will provide expert guidance on wealth preservation and growth opportunities, coordinating with legal, tax, and accounting professionals to ensure optimal financial outcomes. The role requires monitoring market conditions and identifying investment opportunities aligned with the client's objectives, while maintaining complete discretion and confidentiality in all matters.

Essential Requirements

We are seeking a highly qualified professional with extensive experience in private wealth management, particularly with UHNW clients. You must hold relevant professional certifications such as CFA, CFP, CIMA, or equivalent qualifications, and demonstrate deep expertise in investment strategies, alternative investments, and global markets. Exceptional analytical capabilities, strong relationship management skills, and absolute integrity are essential.

Skills & Attributes

The ideal candidate will possess sophisticated financial acumen with proven ability to manage complex, substantial portfolios. You must be an excellent communicator capable of presenting complex financial concepts clearly, with demonstrated skills in building lasting, trust-based relationships. Proactive thinking, discretion, and the ability to work independently while collaborating with other professional advisors are crucial.

Compensation Package

This position offers a base salary of £45,000 - £60,000 per annum, plus a performance-based profit share of 1-2% of all portfolio profits generated. This structure provides significant earning potential aligned with successful wealth growth outcomes. You will work directly with the principal in a role that provides considerable autonomy, professional development opportunities, and the chance to make a substantial impact on long-term wealth strategy.

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