At a Glance
- Tasks: Lead and develop relationships with high-net-worth clients in a growing wealth management firm.
- Company: Established private wealth firm focused on strategic growth and client relationships.
- Benefits: Competitive salary, professional development, and opportunities to expand your network.
- Other info: Confidential discussions available for interested candidates.
- Why this job: Join a dynamic team and make a real impact in the wealth management industry.
- Qualifications: Proven experience with HNW/UHNW clients and relevant financial qualifications.
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.
Investment Director employer: William Blake Group
As a leading Investment Management firm, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to thrive. With a strong focus on professional development, we offer tailored training and mentorship opportunities, ensuring that our team members in the South West region can grow their careers while making meaningful contributions to our clients' success. Our commitment to work-life balance, coupled with the chance to engage with industry leaders at events across Devon and Cornwall, makes us an exceptional employer for those seeking a rewarding career in business development.
