Investment Director

William Blake Group; Greater London; On-site; GBP 65,000 - 100,000; Full time

Job summary

William Blake Group is expanding its private wealth advisory business and seeking experienced Wealth Managers to join a high-growth programme in London. You will work with HNW/UHNW clients, family offices and charities to provide bespoke advice and relationship management.

Ideal candidates have a proven track record, established networks in wealth management, and the ability to deliver holistic wealth management strategies. CISI/CII/CIB level 6 certification is preferred and strongly valued.

Qualifications

• Experience delivering holistic wealth management advice to high-net-worth clients.
• Proven ability to build and develop relationships with HNW/UHNW clients.
• Established professional networks in the wealth management space.

Skills

HNW/UHNW client relationships

Professional networks in wealth mgmt

Holistic wealth management advice

Education

CISI level 6 / CII / CIB certification

Job description

I'm currently working with a well-established private wealth firm that is investing heavily in growth and undertaking a significant strategic hiring programme across its advisory business.

As part of this expansion, they are keen to speak with experienced Wealth Managers who have a strong track record of building and developing relationships with HNW, UHNW, charities, families, or other wealth clients.

We're particularly interested in speaking with individuals who can demonstrate:

• A strong track record managing HNW/UHNW client relationships
• Established professional networks in the space
• Experience delivering holistic wealth management advice, with at least level 6 CISI, CIB or CII