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- Tasks: Manage high-net-worth clients and provide tailored financial planning and investment advice.
- Company: Private investment office focused on building strong client relationships.
- Benefits: Supportive environment, long-term growth opportunities, and collaboration with specialists.
- Why this job: Make a real difference in clients' financial journeys without the pressure of sales.
- Qualifications: Level 4 qualified with experience advising clients with £2M+ assets.
- Other info: Join a dynamic team dedicated to holistic wealth management.
The predicted salary is between 43200 - 72000 £ per year.
A private investment office is seeking an experienced Financial Adviser / Wealth Manager to manage a high-quality book of clients. This role emphasizes strong client relationships without a transactional sales focus. The successful candidate will provide holistic financial planning and investment advice while collaborating with specialists. An ideal candidate is Level 4 qualified with experience advising clients with £2M+ assets, looking for long-term growth in a supportive environment.
Wealth Manager for HNW Families — Transition & Equity Path in Banbury employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Manager for HNW Families — Transition & Equity Path in Banbury
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for opportunities. Personal referrals can make all the difference, especially in a role that values strong client relationships.
✨Tip Number 2
Showcase your expertise! Prepare to discuss your experience with high-net-worth clients and how you've helped them achieve their financial goals. Be ready to share specific examples that highlight your holistic approach to wealth management.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your responses. Focus on demonstrating your collaborative skills and how you work with specialists to provide comprehensive advice.
✨Tip Number 4
Don't forget to apply through our website! We want to see your application and get to know you better. Plus, it shows you're serious about joining our supportive environment for long-term growth.
We think you need these skills to ace Wealth Manager for HNW Families — Transition & Equity Path in Banbury
Some tips for your application 🫡
Showcase Your Experience: Make sure to highlight your experience in managing high-net-worth clients. We want to see how you've built strong relationships and provided holistic financial planning in your previous roles.
Tailor Your Application: Don’t just send a generic CV and cover letter. We love it when applicants tailor their documents to reflect the specific requirements of the Wealth Manager role. Show us why you’re the perfect fit!
Emphasise Collaboration Skills: Since this role involves working with specialists, let us know about your teamwork experiences. We value candidates who can collaborate effectively to provide the best service for our clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around holistic financial planning and investment strategies. Be ready to discuss how you've successfully managed high-net-worth clients in the past and what approaches you took to build those relationships.
✨Showcase Your Client-Centric Approach
Since this role focuses on strong client relationships, prepare examples that highlight your ability to connect with clients on a personal level. Think about times when you went above and beyond to meet a client's needs without pushing for a sale.
✨Collaborate Like a Pro
This position involves working with specialists, so be prepared to discuss how you’ve collaborated with other professionals in the past. Share specific instances where teamwork led to better outcomes for your clients, showcasing your ability to work in a supportive environment.
✨Ask Insightful Questions
Prepare thoughtful questions that demonstrate your interest in the firm and its approach to wealth management. Inquire about their philosophy on client relationships and how they support their advisers in providing top-notch service to high-net-worth families.
