Summary

This wealth manager or associate director role manages and grows a client base of high-net-worth individuals and families across Nottingham, Leicester, Derby, and surrounding areas. You will provide tailored wealth and financial planning solutions while developing new business through networking and referrals; the role is based at the Nottingham office.

Responsibilities

• Manage a dedicated base of wealth clients
• Develop tailored financial strategies for clients
• Build relationships with high-net-worth individuals and families
• Generate new business through networking and referrals
• Present investment, trust, and lending solutions
• Identify opportunities to expand client revenue