At a Glance
- Tasks: Support Wealth Managers and interact with high-net-worth clients on financial planning.
- Company: Reputable boutique wealth management firm in London.
- Benefits: Hybrid working, client exposure, and career progression opportunities.
- Other info: Join a dynamic team and elevate your career in finance.
- Why this job: Gain valuable experience in wealth management while working with international families.
- Qualifications: Junior or experienced Paraplanners with a passion for client interaction.
The predicted salary is between 35000 - 45000 £ per year.
mbf, a highly regarded boutique wealth management firm, is looking for a Wealth Executive to join their team in London. This role is suitable for Junior Paraplanners or experienced Paraplanners seeking further client exposure and progression.
The successful candidate will work with high-net-worth international families, gaining insight into complex financial planning. In this role, you will support Wealth Managers, hold significant client interactions, and participate in a hybrid working arrangement.
Wealth Executive - Paraplanner to Client Advisor Path employer: mbf
mbf is an exceptional employer that fosters a collaborative and dynamic work culture, offering Wealth Executives the opportunity to engage with high-net-worth international families in the heart of London. With a strong emphasis on professional development, employees benefit from tailored growth opportunities and a hybrid working model that promotes work-life balance, making it an ideal environment for those looking to advance their careers in wealth management.
