Our client is a successful and growing boutique wealth and investment manager. They have created a Wealth Manager role to help service and grow their HNW client base.
Key responsibilities include: developing relationships with HNW private clients, providing advice to clients on pensions, investments, IHT planning and trusts and proactively developing new business opportunities with intermediaries and potential private clients.
The successful candidate will be a self-starter, at least level 4 RDR qualified, possess proven private client advice or financial planning experience, excellent communication and influencing skills, strong investment knowledge, a keen interest in financial markets and the ability to prioritise and meet deadlines.