At a Glance
- Tasks: Build strong relationships with high net-worth clients and coordinate expert teams.
- Company: Specialist financial services firm focused on private wealth management.
- Benefits: Competitive salary of £80,000 to £100,000 based on experience.
- Other info: Opportunity to network and grow within a supportive environment.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: Experience in private wealth management or related client-facing roles.
The predicted salary is between 80000 - 100000 £ per year.
Private Wealth Manager Huddersfield £80,000 to £100,000 subject to experience My client is a specialist professional financial services business who are looking to recruit a Private Wealth Manager to join their Private Client team.
The role will work closely with all departments linking clients with the right expertise.
This is more than just an advisory role, it is about relationship building, strategic coordination and acting as a central point of contact for high and ultra-high net-worth clients.
Key responsibilities include: Act as the central point of contact for client relationships across the firm, co- ordinating with tax, estate planning, trusts, corporate, wealth and other specialist teams.
Organise and manage diaries, client meetings, calls and events for the Private Wealth team.
Serve as the primary liaison for clients, building rapport, managing expectations and maintaining regular contact.
Network externally and cultivate new relationships with high net-worth individuals, referrers and intermediaries Monitor client satisfaction and gather feedback to help improve service delivery.
The
Person: Ideally you will have proven experience in a private wealth, high net worth client relationship management or related client facing financial or legal services role.
Private Wealth Manager employer: Reward Recruitment
As a leading specialist in financial services, our company offers an exceptional work environment for Private Wealth Managers in Huddersfield, where you can thrive in a culture that prioritises relationship building and strategic collaboration. We provide competitive salaries, comprehensive benefits, and ample opportunities for professional growth, ensuring that our employees are well-supported in their career journeys while making a meaningful impact on the lives of high net-worth clients.
