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Senior Wealth Manager

  • Job type: Permanent
  • Location: London
  • Salary: Negotiable
  • Job reference: 417423/001_1552645564
  • Sector: Selby Jennings, Wealth Management
  • Date posted: 15/03/2019

Senior Wealth Manager, London

Well-known Wealth Management firm seeking a Senior Wealth Manager to join their growing UK / UK RND team in London. As one of the market leaders in the UK and Europe market, they have an exceptional credit rating, operate on a strong platform and offer high performing income funds.

The individual will be responsible for devising and implementing business approach concerning the market and will report directly to the Head of Private Clients. The individual must be dynamic, innovative and have an existing network of clients in the UK / Europe that they can utilise.

Key responsibilities of the Wealth Manager:

  • Manage a team of junior staff

  • Responsible for relevant strategy

  • Have a network of clients that can be utilised

  • Contribute to the development and long-term profitability of customers and products (quantitative and qualitative targets)

  • Commit to client service excellence at all times

  • Build, develop and manage a book of clients

  • Define a personal strategy on how to systematically and efficiently approach the given segment of clients

  • A distinctive passion for managing and servicing HNW /UHNW clients

  • Proven track record in developing own book of business and bringing on board new clients

Key requirements:

  • Strong and deep product knowledge around investments

  • Minimum of 10+ years' experience within wealth management

  • Previous management experience

  • CISI level 6

  • CF30

  • Ability to implement and devise market strategy

  • A team player with excellent communication and interpersonal skills


  • Extremely competitive salary

  • Very generous benefits

  • Performance related non-discretionary bonus

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