Senior Wealth Manager

Are you an experienced wealth professional with a passion for leadership and client-centric advice?

Meraki Talent have been appointed by a global banking client, who are looking to appoint an Senior Manager within Wealth Management to drive their wealth strategy and lead a high-performing team of Wealth Managers and Analysts.

Key Responsibilities:

• Lead, coach, and mentor a team to deliver high-quality, needs-based financial advice.
• Ensure full compliance with regulatory standards, acting as the first line of defence for sales quality and professional standards.
• Influence internal partners to identify and refer appropriate wealth opportunities.
• Manage team performance, providing constructive feedback and driving development and change.
• Support the team in delivering holistic financial planning and effective client solutions.
• Build strong relationships across teams and with stakeholders to deliver seamless customer service.

What You’ll Need to Succeed:

• QCF Level 4 qualification
• Proven supervisory experience and leadership experience
• Strong external market awareness and expert knowledge of holistic financial planning and wealth products.
• Ability to lead by example and promote a culture of excellence and customer focus

This is a unique opportunity to make an impact, and lead a well performing team to continued success. With a network of support and additional business knowledge hubs, this role offers additional support to share knowledge and enhance the ability of the team.

Apply Now