Senior Wealth Manager

3 months ago


London, UK, United Kingdom Cooper White Group Full time

Senior Wealth Manager (U)HNW – London – Various Markets


We are working with a fast-growing Private Bank that prides itself on its entrepreneurial mindset. This bank understands clients and bankers, and this is reflected in everything they do.


They are looking for an experienced, dynamic banker to join their seasoned team in one of their core locations, London. With a wide range of Wealth and Investment services, they are a one-stop-shop for (U)HNW clients and have a special commitment to ESG, meaning a forward-thinking environment and entrepreneurial spirit are key parts of daily life at the bank.


For bankers, they can offer a collaborative environment and a commitment to tailored solutions that will allow you to reach your maximum potential. They also offer a competitive revenue-share bonus model, which creates a dynamic, meritocratic way of working.


Market:


Our client is looking for clients coming from a wide range of geographical markets and are open to having conversations with bankers working with various clients.


Qualifications:


  • Bachelor’s degree in Financial subject, Masters preferred but not required.
  • Level 6 RDR qualified (or level 4+, willing to obtain level 6 in the near future).
  • PCIAM qualification or CFA qualification.
  • Must be already residing in the UK without the need for visa sponsorship.


Responsibilities:


  • To build a portfolio of clients from your personal network at £1Mln minimum.
  • Understanding of Private Banking and legislations in the UK.
  • To live and work full-time in London.
  • Actively define your strategy to develop your portfolio optimally using the full breadth of the bank’s products, services and booking centres.
  • Engage in company events to promote the bank and onboard new clients.


To apply, please send through an updated CV.


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