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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.
Senior Wealth Manager employer: James & Partners
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 expertise and connect with high-net-worth individuals. Share insights on market trends and investment strategies to position yourself as a thought leader in the wealth management space.
✨Tip Number 3
Research the specific investment offerings and client acquisition strategies of the company. Understanding their unique value proposition will allow you to tailor your approach and demonstrate how your existing client book aligns with their goals.
✨Tip Number 4
Prepare to discuss your existing book of business in detail during interviews. Highlight your successful client relationships and how you’ve managed assets effectively, as this will be crucial in demonstrating your fit for the Senior Wealth Manager role.
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: Since the role involves expanding the client base, detail your strategies for client acquisition and retention. Include examples of how you've successfully grown your AUM in previous roles.
Showcase Your Regulatory Knowledge: Demonstrate your understanding of the regulatory environment in which you operate. Mention your qualifications and any ongoing professional development that keeps you updated on industry standards.
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 the interviewers.
✨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.
✨Demonstrate Your Lead Generation Strategy
Since the role involves expanding your client base, be ready to share your strategies for client acquisition. Discuss any successful lead generation methods you've used in the past and how you plan to utilise the resources provided by the company.
✨Prepare for Questions on Compliance and Administration
Given that the company offers full administrative support, be prepared to discuss how you manage compliance and client servicing in your current role. This will show that you understand the importance of these aspects and can focus on advising clients effectively.
