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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 career growth, prestigious partnerships, and access to exclusive 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.
Contact Detail:
James & Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Manager
✨Network Strategically
Connect with professionals in the wealth management industry through LinkedIn or industry events. Building relationships with other financial advisors and potential clients can help you gain insights and referrals that are crucial for expanding your client base.
✨Showcase Your Expertise
Consider hosting webinars or writing articles on investment strategies and market trends. This not only positions you as a thought leader but also attracts potential clients who are looking for knowledgeable advisors.
✨Leverage Existing Client Relationships
Reach out to your current clients and ask for referrals. Satisfied clients are often willing to recommend you to their network, which can significantly boost your AUM and enhance your reputation in the industry.
✨Stay Informed on Market Trends
Keep up-to-date with the latest developments in the financial markets and investment opportunities. Being well-informed allows you to provide valuable insights to your clients and demonstrates your commitment to their financial 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). Include specific figures and achievements to demonstrate your success.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also explains why you are interested in this particular role with James & Partners. Mention how your skills align with their offerings and values.
Highlight Relevant Qualifications: Clearly state your regulated financial services qualifications, such as FCA Level 4+, CISI, CII, or CFA. This is crucial for demonstrating your eligibility for the position.
Showcase Your Client Acquisition Strategy: In your application, discuss your approach to client acquisition and how you plan to grow your AUM. This will show that you understand the importance of expanding the client base in this role.
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 potential employers.
✨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.
