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- Tasks: Manage and grow a portfolio of ultra-high-net-worth clients in a collaborative environment.
- Company: Join a prestigious UK Wealth Management firm known for its exceptional client retention and support.
- Benefits: Enjoy a driven atmosphere with strong management involvement and tailored investment services.
- Why this job: This role offers the chance to make a real impact while working with high-profile clients.
- Qualifications: 5+ years of experience with HNW/UHNW clients and a proven track record in client acquisition.
- Other info: Candidates must be based in the UK and have the right to work.
The predicted salary is between 43200 - 72000 £ per year.
Wealth DirectorCentral ScotlandBasic to £100,000 plus bonus and full packageThis is a fantastic opportunity for a qualified Wealth/Investment Manager with proven experience of providing quality investment advice to HNW/UHNW individuals.CompanyA well established and growing national wealth management firm require an additional Wealth Manager to develop business across Central Scotland. The firm, who are renowned for their experience within the HNW/UHNW market, are looking for a qualified and experienced individual with a solid and successful background providing private client investment advice to individuals, charities and professional intermediaries.RoleYou’ll be responsible for the generation of new business, utilising your business development mindset to identify and acquire new clients. There will also be some internal referrals to assist you develop the existing book.CandidateYou will be responsible for the management and growth of relationships with the firm’s existing and new clients, developing an in-depth understanding of their personal circumstances, risk profile and investment objectives, and will use this knowledge to provide bespoke investment advice. As this is a regulated position YOU MUST BE QUALIFIED TO CISI LEVEL 6 (PCIAM) AS AN ABSOLUTE MINIMUM.For an initial discussion please contact Chris on 07784 945190, email chris.smith@weareedenrose.com or apply direct to this posting.
Contact Detail:
LinkedIn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Manager
✨Tip Number 1
Network, network, network! Leverage your existing connections in the wealth management sector to get introductions to potential clients or even insiders at the bank. Attend industry events and seminars in London to expand your reach and visibility.
✨Tip Number 2
Showcase your success stories. Be prepared to discuss specific examples of how you've successfully onboarded UHNW clients in the past. Highlight your strategies and the results you've achieved to demonstrate your value to potential employers.
✨Tip Number 3
Stay updated on market trends and investment strategies. Being knowledgeable about current financial markets and investment opportunities will not only help you in interviews but also show that you're proactive and committed to your profession.
✨Tip Number 4
Prepare for a collaborative interview process. Since the bank values a driven and collaborative atmosphere, be ready to discuss how you work with teams and contribute to a positive workplace culture. Share examples of successful collaborations from your previous roles.
We think you need these skills to ace Wealth Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing HNW/UHNW clients. Include specific examples of how you've successfully built and maintained client portfolios, focusing on your achievements and the impact you've made.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry and your ability to meet the bank's NNA targets. Mention your network of UHNW clients and how you plan to leverage it for the role.
Highlight Relevant Experience: In your application, emphasise your 5+ years of experience in wealth management. Detail your track record in prospecting and onboarding new clients, as well as any business plans you've executed successfully.
Showcase Your Knowledge of the Market: Demonstrate your understanding of the UK wealth management market in your application. If applicable, mention any international client experience and how it can benefit the bank's global investment services.
How to prepare for a job interview at LinkedIn
✨Showcase Your Network
As a Wealth Manager, your network of UHNW clients is crucial. Be prepared to discuss how you've built and maintained these relationships, and share specific examples of successful client onboarding.
✨Demonstrate Your Business Acumen
Highlight your ability to create and execute a business plan with clear NNA targets. Discuss past experiences where you successfully met or exceeded these targets, showcasing your strategic thinking.
✨Understand the Firm's Values
Research the bank's approach to wealth management and their retention strategies. Align your answers with their values and demonstrate how you can contribute to their collaborative atmosphere.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and client management abilities. Prepare examples that illustrate your approach to handling challenging situations with clients.
