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- Tasks: Help clients achieve their financial goals with tailored investment strategies.
- Company: IDEX, a forward-thinking firm prioritising diversity and inclusion.
- Benefits: Top salary, private medical insurance, and a supportive work environment.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: Diploma level 4 or chartered status, with a strong client focus.
- Other info: Join a culture that values authenticity and continuous improvement.
The predicted salary is between 80000 - 100000 £ per year.
Glasgow Salary £80,000 - £100,000 plus bonus
The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. You will be capable of building relationships with both new and existing private clients.
Responsibilities
- Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives.
- This involves reviewing existing investment portfolios, often producing a detailed written review and proposal as to how we might alter the investments, taking into account a client's investment aims, attitude to risk and personal circumstances including the tax situation.
- This will require meeting prospective clients to present our proposed solutions.
- Managing out existing investments and reinvesting the capital into managed portfolios.
- Regular reporting of changes within portfolios and performance to clients.
- Attending review meetings with clients as required to maintain a suitable investment strategy appropriate for the client and his/her aims.
- Highlighting wealth management opportunities for referral to internal Financial planners or execution themselves if authorised with their wider wealth management service.
- To engage with and understand prospective clients needs.
- To present and discuss the appropriate proposition to prospective clients and follow through individually tailored proposals, to reflect the proposition agreed with them.
- To convert such prospective clients into clients and gain additional assets and revenue.
- To continually engage with existing clients, deepening and developing relationships.
- To provide ongoing support and administration to existing clients.
- To regularly review existing clients circumstances to ensure suitable for their current circumstances.
- To maintain adequate records of all ongoing and pertinent communications with clients.
Qualifications
You will have a minimum diploma level 4 but ideally be chartered and hold CF30. You will be driven, ambitious and have excellent client focus.
Benefits
In return you will receive a top end salary and benefits package including PMI and PHI.
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 recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Senior Wealth Manager in Glasgow employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Manager in Glasgow
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to opportunities that aren’t even advertised!
✨Tip Number 2
Practice your pitch! When you get the chance to meet prospective clients, make sure you can clearly articulate how you can help them achieve their financial goals. Tailor your approach based on their needs and show them you understand their unique circumstances.
✨Tip Number 3
Follow up after meetings! A quick email or call to thank them for their time and reiterate key points from your discussion can keep you top of mind. It shows you’re genuinely interested in helping them and can set you apart from others.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can give you an edge. Plus, it’s super easy to navigate and keeps everything in one place!
We think you need these skills to ace Senior Wealth Manager in Glasgow
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in wealth management. We want to see how your skills align with our needs, so don’t be shy about showcasing your achievements!
Showcase Your Client Focus: Since building relationships with clients is key, share examples of how you've successfully engaged with clients in the past. We love to see how you’ve understood their needs and provided tailored solutions.
Be Clear and Concise: When writing your application, keep it straightforward. We appreciate clarity, so make sure your points are easy to understand and directly related to the role. Avoid jargon unless it’s relevant!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around investment strategies and risk management. Be prepared to discuss how you would assess a client's financial objectives and tailor solutions accordingly.
✨Build Rapport with Clients
Since relationship-building is key in this role, think about how you can demonstrate your interpersonal skills during the interview. Share examples of how you've successfully engaged with clients in the past and how you plan to deepen those relationships.
✨Showcase Your Analytical Skills
Be ready to talk about your experience with reviewing investment portfolios and making recommendations. You might even want to prepare a case study or example of a time when you successfully altered an investment strategy based on a client's needs.
✨Understand the Company Culture
Familiarise yourself with the company's diversity, equity, and inclusion mission. Be prepared to discuss how you can contribute to creating an inclusive environment and why it matters to you personally.
