At a Glance
- Tasks: Manage a private client portfolio and deliver tailored wealth management solutions.
- Company: IDEX Consulting Ltd, a leading firm in Norwich with a focus on high-net-worth clients.
- Benefits: Competitive package, opportunities for business growth, and succession planning.
- Other info: Join a dynamic team with excellent career advancement opportunities.
- Why this job: Build long-term relationships while collaborating with specialists to create integrated solutions.
- Qualifications: Experience in investment management and a passion for client relationships.
The predicted salary is between 63000 - 77000 £ per year.
IDEX Consulting Ltd in Norwich seeks a Wealth Manager to manage a private client portfolio, delivering bespoke wealth management solutions and building long-term client relationships. You will collaborate with specialists across investments, financial planning and lending to offer integrated solutions.
The role targets experienced investment professionals focusing on high-net-worth clients, with opportunities for business growth, succession planning, and a competitive package.
Wealth Manager for HNW/UHNW Clients (Norwich) employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
