Discretionary wealth manager
This is a fantastic opportunity to be involved in one of the UKs largest Global Asset Management firm. Our client is looking for an Discretionary wealth manager to join their Global asset management business.
The primary responsibility of this role is to provide investment expertise for the firm's discretionary wealth management solutions and ensuring suitable asset allocation for individual client profiles. This role will involve the retention of existing clients but also develop new investment business. The role has aUK(mainlyLondon) client focus and will involve the ongoing development of client relationships, supporting sales teams and providing a discretionary investment service to affluent (HNW) clients.
Requirements:
RDR qualified
Ideally Securities Institute Diploma/Wealth Management Masters
Experience working at the Discretionary Wealth Manager level, managing private client relationships and achieving new business targets.
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