Summary

This wealth manager advises high-net-worth individuals and families, implementing financial plans and managing investment strategies for clients with investable assets up to £3 million. The role focuses on deepening client relationships and coordinating specialist support, and is based onsite in Manchester.

Responsibilities

• Maintain and deepen high-net-worth client relationships
• Assess clients' financial goals, cash flow, and risk tolerance
• Deliver tailored investment and wealth management advice
• Adjust investment portfolios to reflect client needs
• Coordinate with specialists across clients' financial affairs
• Monitor client satisfaction and relationship revenue
• Document client interactions, transactions, and agreements