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For Companies At a Glance
- Tasks: Manage client portfolios and provide tailored investment solutions.
- Company: Join a leading multinational wealth management firm with a global presence.
- Benefits: Enjoy uncapped earnings, flexible work options, and full administrative support.
- Why this job: This role offers exceptional career growth and access to premier investment opportunities.
- Qualifications: Must have regulated financial services qualifications and an existing client book of £10 million AUM.
- Other info: Relocation packages available for positions in the UK, Europe, UAE, and Singapore.
Wealth Manager / Independent Financial Advisor
UK & International Opportunities
£200,000+ per annum (Uncapped earnings potential)
Locations: UK, Switzerland, Europe, UAE, Singapore (Full relocation packages available)
Hybrid & Remote Wealth Manager positions across the UK, Europe, UAE & the Far East
Compensation: £200,000+ per annum (Uncapped earnings potential)
About the Company: James & Partners are proud to represent a leading multinational external wealth management company with a strong global presence across the US, UK, Switzerland, Malta, Dubai (DIFC), Singapore, and Kuala Lumpur. This firm offers one of the most comprehensive and diverse investment propositions in the wealth management industry, providing exceptional career opportunities for ambitious Wealth Managers and Independent Financial Advisors (IFAs) who are looking to add sophisticated and high-grade investment opportunities to the clients' portfolios.
The Opportunity: We are seeking Senior Wealth Managers and IFAs with an existing book of Assets Under Management (AUM) who are looking to expand their client base and enhance their investment offerings. This is an outstanding opportunity for financial professionals who want to deliver best-in-class investment solutions while benefiting from:
- Qualified Leads Provided – A robust client acquisition strategy including a lead generation system and book acquisitions to help grow your AUM.
- Full Administrative Support – Focus on advising your clients while compliance, research, and client servicing are handled by dedicated teams.
- Premier Investment Offerings – Access to diverse and centralised investment portfolios, allowing you to provide competitive and tailored wealth solutions.
- Private Banking Partnerships – Work with prestigious private banks offering bespoke investment opportunities for HNW & UHNW clients.
- Flexible Work Model – Choose from hybrid, remote, or office-based roles across key global financial centres.
- Career Progression & Exit Strategy – Opportunities to advance within a fast-growing firm and a structured buyout option for your book should you wish to retire or exit in the future.
Requirements:
- Regulated Financial Services Qualification – Must be licensed to provide financial advice in your jurisdiction (UK FCA Level 4+, CISI, CII, CFA, etc.).
- Existing Client Book – Minimum £10 million AUM that you can transition.
- Proven Experience – A successful track record in wealth management, financial advising, or private banking.
If you are a high-calibre Wealth Manager or Independent Financial Advisor looking for a dynamic and lucrative career move, we would love to hear from you.
Contact Detail:
James & Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Manager
✨Tip Number 1
Network strategically within the wealth management industry. Attend industry events, webinars, and conferences to connect with other professionals and potential clients. Building relationships can lead to referrals and opportunities that align with your expertise.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your experience and achievements. Share insights on market trends and investment strategies to position yourself as a thought leader in wealth management, attracting attention from recruiters and clients alike.
✨Tip Number 3
Research the company thoroughly before applying. Understand their investment offerings and client base, and be prepared to discuss how your existing book of business aligns with their goals during any interviews or networking conversations.
✨Tip Number 4
Prepare to demonstrate your track record of success in managing assets. Be ready to discuss specific examples of how you've grown your AUM and provided value to clients, as this will be crucial in convincing the hiring team of your capabilities.
We think you need these skills to ace Senior Wealth Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management and financial advising. Emphasise your existing book of Assets Under Management (AUM) and any relevant qualifications, such as FCA Level 4 or CFA.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your ability to provide tailored investment solutions. Mention specific achievements and how you can contribute to the company's success.
Highlight Your Client Acquisition Skills: In your application, detail your strategies for client acquisition and retention. Discuss any lead generation systems you've successfully implemented and how they have helped grow your AUM.
Showcase Your Track Record: Provide examples of your successful track record in wealth management. Include metrics or case studies that demonstrate your ability to manage high-net-worth clients and deliver exceptional investment solutions.
How to prepare for a job interview at James & Partners
✨Showcase Your Existing Client Book
Be prepared to discuss your existing book of Assets Under Management (AUM) in detail. Highlight how you have successfully managed and grown these assets, as this will demonstrate your capability and experience to potential employers.
✨Understand the Company’s Investment Offerings
Research James & Partners and their investment propositions thoroughly. Familiarise yourself with their unique selling points and be ready to discuss how you can leverage these offerings to enhance your clients' portfolios.
✨Prepare for Questions on Compliance and Regulation
Since the role requires a regulated financial services qualification, expect questions about compliance and regulatory frameworks. Be ready to explain how you ensure adherence to these regulations in your practice.
✨Demonstrate Your Client Acquisition Strategy
Discuss your approach to client acquisition and retention. Given that the company provides qualified leads, it’s important to show how you can build on these opportunities and expand your client base effectively.
