Wealth Manager
High calibre highly polished individual with strong academics and relevant professional qualification (minimum RDR Level 6) and proven Wealth Management experience sought by this prestigious asset management house.
Key purpose of the role will be to both maintain existing and develop new investment business, providing investment expertise for the firm’s discretionary wealth management solutions and ensuring suitable asset allocation for individual client profiles. The role has a UK (mainly London) client focus and will involve the ongoing development of client relationships, supporting sales teams and providing a discretionary investment service to affluent (HNW) clients.
The successful candidate will have a proven track record of managing Private Client portfolios gained from a Wealth Management environment and will demonstrate a strong commercial focus, together with a good understanding of risk management and the integrity essential to gain and retain the business of a portfolio of High Net Worth private clients.
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