Senior Wealth Manager

The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy.

You will be capable of building relationships with both new and existing private clients.

Responsibilities:

• Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives.
• This involves reviewing existing investment portfolios, often producing a detailed written review and proposal as to how we might alter the investments, taking into account a client's investment aims, attitude to risk and personal circumstances including the tax situation. This will require meeting prospective clients to present our proposed solutions.
• Managing out existing investments and reinvesting the capital into managed portfolios.
• Regular reporting of changes within portfolios and performance to clients.
• Attending review meetings with clients as required to maintain a suitable investment strategy appropriate for the client and his/her aims.
• Highlighting wealth management opportunities for referral to internal Financial Planners or execution themselves if authorised with their wider wealth management service.
• Engaging with and understanding prospective clients' needs.
• Presenting and discussing the appropriate proposition to prospective clients and following through with individually tailored proposals, to reflect the proposition agreed with them.
• Converting such prospective clients into clients and gaining additional assets and revenue.
• Continually engaging with existing clients, deepening and developing relationships.
• Providing ongoing support and administration to existing clients.
• Regularly reviewing existing clients' circumstances to ensure suitability for their current needs.
• Maintaining adequate records of all ongoing and pertinent communications with clients.

You will have a minimum diploma level 4 but ideally be chartered and hold CF30. You will be driven, ambitious and have excellent client focus. In return, you will receive a top-end salary and benefits package including PMI and PHI.