Senior Wealth Manager

Overview

In this role you will manage and grow a portfolio of high-net-worth clients, delivering holistic wealth management solutions. You will operate within a professional, well-supported firm that offers administration, compliance, and development resources. Your focus is on growing client assets, providing bespoke financial advice, and strengthening internal and external relationships. This is an opportunity to advance as a Chartered financial professional within a secure, growth‑oriented environment.

Responsibilities

• manage and develop a portfolio of clients
• provide holistic wealth management services
• develop and implement financial solutions for growth and security
• act as a skilled client manager and relationship builder
• maintain internal and external relationships
• leverage the firm’s technical, administrative and development support to enhance client service

Key requirements

• proven track record in building and developing an IFA/financial planning portfolio for high‑net‑worth clients
• Chartered Status
• broad technical knowledge and understanding of industry developments
• strong client management and relationship skills
• ability to develop and maintain internal and external relationships

• client relationship management
• communication
• business development
• wealth management
• investments
• pensions

…