Summary

This senior wealth manager role focuses on building a client bank through new business acquisition and managing high-net-worth client relationships. You will support both established investors and people new to investing in the UK, while coaching wealth consultants and contributing to individual and team targets.

Responsibilities

• Identify and pursue new client opportunities
• Build and grow a personal client bank
• Manage relationships with high-net-worth clients
• Support clients with their financial goals
• Coach wealth consultants toward individual and team targets
• Monitor investment products, market trends, and regulations