At a Glance
- Tasks: Deliver holistic wealth management advice to HNW and UHNW clients.
- Company: Join the expanding advisory business of William Blake Group.
- Benefits: Competitive salary and the chance to grow within a well-established firm.
- Other info: Great opportunity for driven professionals looking to advance their careers.
- Why this job: Make a real impact in wealth management and build strong client relationships.
- Qualifications: Proven experience with HNW/UHNW clients and a level 6 qualification.
The predicted salary is between 80000 - 120000 Β£ per year.
William Blake Group is seeking experienced Wealth Managers to join their advisory business as they expand significantly.
Ideal candidates will have a proven track record of managing relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients and established professional networks.
The role involves delivering holistic wealth management advice and requires at least a level 6 qualification from CISI, CIB, or CII.
This is a great opportunity for driven professionals to contribute to the growth of a well-established firm.
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We think you need these skills to ace Senior Wealth Director β HNW/UHNW Growth
Wealth Management
Relationship Management
High-Net-Worth Client Advisory
Ultra-High-Net-Worth Client Advisory
Professional Networking
Holistic Financial Advice
CISI Qualification