At a Glance
- Tasks: Manage and grow a private client portfolio with bespoke wealth management solutions.
- Company: IDEX Consulting, a leading firm in wealth management.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity to collaborate with specialists and ensure compliance in a dynamic setting.
- Why this job: Make a real difference for high-net-worth clients while building lasting relationships.
- Qualifications: Experience in wealth management and strong relationship-building skills.
The predicted salary is between 63000 - 77000 £ per year.
IDEX Consulting's Cambridge office seeks a Wealth Manager to manage and grow a private client portfolio, delivering bespoke wealth management solutions with a holistic approach.
You will collaborate with investments, planning and lending specialists to provide an exceptional client experience for HNW and UHNW individuals.
You will build long-term relationships, identify growth opportunities, and ensure compliance with FCA regulations while maintaining robust documentation and governance.
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Wealth Manager for HNW Clients | Cambridge employer: IDEX Consulting
IDEX Consulting is an exceptional employer that fosters a collaborative and innovative work culture, ideal for professionals looking to make a significant impact in the field of international M&A and growth. With a strong emphasis on employee development, we offer numerous opportunities for career advancement and the chance to work alongside industry leaders in the vibrant setting of Greater London. Join us to be part of a forward-thinking team that values your expertise and encourages you to shape the future of corporate law.
