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- Tasks: Manage client portfolios with a focus on sustainable and impact-led investments.
- Company: Modern wealth management firm prioritising client relationships and strategic partnerships.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Why this job: Join a forward-thinking team and make a real difference in clients' financial futures.
- Qualifications: Strong knowledge of asset allocation and a commitment to sustainable investing.
- Other info: Dynamic environment with a focus on client acquisition and retention.
The predicted salary is between 36000 - 60000 £ per year.
I am working with a modern, client-centric wealth management firm focused on serving high-performing individuals, founders, and entrepreneurial families. The firm positions itself as a strategic financial partner rather than a traditional investment-only advisor. They are looking to hire an ESG/SRI interested Wealth Manager to aid further growth of the business.
Responsibilities:
- Manage client portfolios in line with the sustainable and impact-led investment framework.
- Ensure full compliance with FCA regulations and internal risk management processes.
- Contribute to the definition and execution of the wealth strategy.
- Act as the first point of contact for clients.
- Host regular client meetings and maintain proactive contact through telephone, e‑mail and in‑person discussions.
- Develop a deep understanding of clients’ investment objectives, risk profiles and values, tailoring portfolio management accordingly.
Experience:
- Strong knowledge of asset allocation and suitability.
- Familiarity with investment management regulation and compliance obligations.
- A proven track record of client acquisition and retention.
- A compelling business plan, with a transferrable book of clients welcome but not essential.
- A genuine commitment to sustainable and impact investing.
Wealth Manager employer: Stephenson Executive Search
Contact Detail:
Stephenson Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn.
✨Tip Number 2
Show your passion for ESG/SRI investing! When you meet with potential clients, make sure to highlight your commitment to sustainable and impact-led investment strategies. Share your insights and how you can help them align their portfolios with their values.
✨Tip Number 3
Practice your pitch! You need to be able to clearly articulate your value proposition as a Wealth Manager. Role-play with friends or colleagues to refine your approach and ensure you can confidently discuss how you’ll manage client portfolios.
✨Tip Number 4
Apply through our website! We’re always on the lookout for passionate individuals who want to make a difference in wealth management. By applying directly, you’ll have a better chance of standing out and getting noticed by our hiring team.
We think you need these skills to ace Wealth Manager
Some tips for your application 🫡
Show Your Passion for ESG/SRI: When writing your application, make sure to highlight your genuine commitment to sustainable and impact investing. We want to see how your values align with our client-centric approach and the importance of responsible investment.
Tailor Your Experience: Don’t just list your past roles; connect them to the responsibilities mentioned in the job description. We’re looking for someone who can manage client portfolios effectively, so share specific examples of how you've done this in the past.
Be Client-Focused: Remember, we’re all about building strong relationships with clients. In your application, emphasise your experience in client acquisition and retention, and how you’ve maintained proactive communication with clients in previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Stephenson Executive Search
✨Know Your ESG Inside Out
Make sure you have a solid grasp of Environmental, Social, and Governance (ESG) principles. Be ready to discuss how these factors influence investment decisions and how you can integrate them into client portfolios. This shows your commitment to sustainable investing, which is key for the role.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight your experience in managing client relationships. Discuss how you've tailored investment strategies to meet individual client needs and objectives. This will demonstrate your ability to act as a strategic partner rather than just an advisor.
✨Brush Up on Compliance Knowledge
Familiarise yourself with FCA regulations and internal risk management processes relevant to wealth management. Being able to articulate your understanding of compliance will reassure the firm that you can navigate the regulatory landscape effectively.
✨Prepare Thoughtful Questions
Think of insightful questions to ask during the interview. Inquire about the firm's approach to sustainable investing or how they envision the future of wealth management. This not only shows your interest but also helps you gauge if the firm aligns with your values.