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For Companies At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and develop tailored financial strategies.
- Company: Leading Chartered B Corp Wealth Management firm with a collaborative culture.
- Benefits: Hybrid working environment, dedicated support team, and excellent growth potential.
- Why this job: Join a values-driven firm and build long-term relationships with clients.
- Qualifications: Strong background in financial planning and investment strategy.
- Other info: Senior position with opportunities for professional development.
The predicted salary is between 43200 - 72000 £ per year.
A leading Chartered B Corp Wealth Management firm is seeking a seasoned Financial Adviser to manage a portfolio of clients with a minimum of £10M AUM. This role requires a strong background in financial planning, investment strategy, and client relationship management. You will enjoy a hybrid working environment and support from a dedicated back office team. The firm promotes long-term client relationships within a collaborative culture. This is a senior position with excellent growth potential in a values-driven atmosphere.
UHNW Wealth Adviser – £10M AUM, London Family Office in City of Westminster employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land UHNW Wealth Adviser – £10M AUM, London Family Office in City of Westminster
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at a firm that’s hiring.
✨Tip Number 2
Prepare for those interviews by brushing up on your financial planning and investment strategy knowledge. We recommend practising common interview questions and scenarios related to client relationship management, so you can showcase your expertise confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation and reiterate your interest in the role. It shows professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that UHNW Wealth Adviser role. We make it easy for you to showcase your skills and experience directly to the hiring team, increasing your chances of getting noticed!
We think you need these skills to ace UHNW Wealth Adviser – £10M AUM, London Family Office in City of Westminster
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing high-value portfolios and client relationships. We want to see how your background aligns with the role of a UHNW Wealth Adviser, so don’t hold back on showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how you can contribute to our values-driven culture. We love seeing genuine enthusiasm for the role!
Showcase Your Financial Acumen: In your application, be sure to mention specific financial planning strategies or investment approaches you’ve successfully implemented. We’re looking for someone who can bring expertise and insight to our team, so let that knowledge shine through!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you get the best possible experience. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Numbers
Before the interview, brush up on your financial planning and investment strategy knowledge. Be ready to discuss specific cases where you've successfully managed portfolios of £10M AUM or more. This shows you’re not just familiar with the numbers but can also apply them effectively.
✨Showcase Relationship Management Skills
Prepare examples that highlight your ability to build and maintain long-term client relationships. Think about how you’ve navigated challenges in past roles and how you’ve fostered trust and collaboration with clients. This is key for a role in a family office setting.
✨Understand Their Values
Research the firm’s values and culture as a Chartered B Corp. Be ready to discuss how your personal values align with theirs. This will demonstrate that you’re not only a fit for the role but also for their collaborative and values-driven atmosphere.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the firm and the role. Inquire about their approach to client relationship management or how they support advisers in achieving growth. This not only shows your enthusiasm but also helps you gauge if it’s the right fit for you.
