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, UHNW, charities, families, or other wealth 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
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Investment Director in London employer: William Blake Group
William Blake Group is an exceptional employer, offering a dynamic work culture that prioritises professional growth and development in the private wealth advisory sector. With a focus on high-net-worth and ultra-high-net-worth clients, employees benefit from a collaborative environment that encourages innovation and relationship-building, alongside competitive remuneration and comprehensive support for ongoing qualifications.