Wealth Manager - HNW in Norfolk, Norwich

Job Description Our client, a highly regarded wealth management firm, is seeking a Wealth Manager to join its established Norwich office. The office also has a clear focus on long-term succession planning, making this an ideal opportunity for an ambitious investment professional looking to build a sustainable, long-term career within a prestigious organisation. Working with HNW and UHNW individuals, you will deliver bespoke wealth management advice while developing long-lasting client relationships and contributing to the continued growth of the business. As a Wealth Manager, you'll be responsible for managing and growing a portfolio of private clients, providing holistic wealth management solutions tailored to their individual needs and objectives. You'll work collaboratively with specialists across investments, financial planning and lending to deliver an exceptional client experience while identifying opportunities to grow both client relationships and assets under management. Build and maintain trusted relationships with HNW and UHNW clients Understand clients' financial goals, risk appetite and personal circumstances to provide tailored advice Develop new business through referrals, professional networks and introducer relationships Grow assets under management and contribute to the wider commercial success of the office Work alongside investment, lending and planning specialists to deliver integrated wealth management solutions Maintain accurate client records and complete all suitability and regulatory documentation We're looking for an Investment Manager or Wealth Manager/Private Banker with a genuine passion for delivering exceptional client outcomes. Experience within private banking, wealth management or financial advice A strong track record of managing relationships with affluent, HNW or UHNW clients Excellent relationship-building and communication skills Commercial awareness and the ability to identify opportunities for business growth A sound understanding of investment solutions and wider wealth management services The opportunity to join a respected and growing private wealth business Access to an established office with strong referral opportunities and significant capacity for new client relationships A long-term career opportunity supported by succession planning within the Norwich team Competitive salary, performance-related bonus and comprehensive benefits package A supportive culture that encourages professional development and career progression Visit the IDEX Consulting Ltd website for further opportunities. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We are committed to driving conscious inclusion across our business and creating equitable pathways.