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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 with other professionals in the wealth management industry. Attend industry events, webinars, and conferences to meet potential colleagues and clients. Building relationships can lead to referrals and opportunities that may not be advertised.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with potential clients. 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 company thoroughly before applying. Understand their investment offerings and client base, and think about how your existing book of business aligns with their services. This knowledge will help you tailor your approach during interviews.
✨Tip Number 4
Prepare to discuss your existing client relationships and how you plan to transition them. Be ready to explain your strategy for growing your Assets Under Management (AUM) within the new firm, as this will demonstrate your proactive mindset and commitment to success.
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 showcases your existing book of Assets Under Management (AUM). Emphasise any relevant qualifications and successful track records that align with the requirements of the role.
Craft a Compelling Cover Letter: Write a cover letter that not only introduces yourself but also explains why you are a perfect fit for the Senior Wealth Manager position. Mention your client acquisition strategies and how you can contribute to the company's growth.
Highlight Your Qualifications: Clearly state your regulated financial services qualifications, such as FCA Level 4+, CISI, CII, or CFA. This is crucial as the company requires licensed professionals to provide financial advice.
Showcase Your Client Relationships: In your application, detail your existing client relationships and the minimum £10 million AUM you can transition. This will demonstrate your capability and readiness to take on the role effectively.
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 Regulatory Knowledge
Since a regulated financial services qualification is essential, ensure you can articulate your understanding of compliance and regulatory frameworks relevant to wealth management. This will show that you are not only qualified but also aware of the industry's standards.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and client management strategies. Prepare examples from your past experiences where you successfully navigated challenges or provided exceptional service to clients.
