At a Glance
- Tasks: Lead and manage relationships with high-net-worth clients, providing tailored wealth management advice.
- Company: Established private wealth firm focused on growth and strategic hiring.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Confidential discussions available for interested candidates.
- Why this job: Join a growing firm and make a real impact in wealth management for HNW/UHNW clients.
- Qualifications: Proven experience with HNW/UHNW clients and relevant qualifications like level 6 CISI, CIB or CII.
The predicted salary is between 100000 - 150000 £ per year.
I'm currently working with a well-established private wealth firm that is investing heavily in growth and undertaking a significant strategic hiring programme across its advisory business. As part of this expansion, they are keen to speak with experienced Wealth Managers who have a strong track record of building and developing relationships with HNW and UHNW clients.
We're particularly interested in speaking with individuals who can demonstrate:
- A strong track record managing HNW/UHNW client relationships
- Established professional networks in the space
- Experience delivering holistic wealth management advice, with at least level 6 CISI, CIB or CII
If you'd be interested in hearing more about the opportunity on a confidential basis, please get in touch.
Locations
Investment Director in City of London, London employer: William Blake Group
As a leading wealth manager, this firm offers an exceptional work environment that prioritises employee growth and development, particularly for the Investment Director role. With a strong focus on building relationships with high-net-worth clients, employees benefit from a collaborative culture, extensive professional networks, and opportunities to deliver holistic wealth management advice, all while being part of a dynamic team committed to strategic expansion.
