Senior Manager - Wealth Management

Meraki Talent Limited; London; On-site; GBP 75,000 - 90,000; Full time

Job summary

A leading global banking client in London is seeking a Senior Manager within Wealth Management to lead a talented team and drive their wealth strategy. The ideal candidate will have proven supervisory experience and a QCF Level 4 qualification, along with expertise in financial planning and wealth products. This role focuses on delivering high-quality advice and enhancing client service, offering a unique opportunity to lead a successful team.

Qualifications

• Proven supervisory and leadership experience.
• Strong external market awareness and expert knowledge of wealth products.
• Ability to lead by example and promote customer focus.

Responsibilities

• Lead, coach, and mentor a team to deliver financial advice.
• Ensure compliance with regulatory standards.
• Manage team performance and provide constructive feedback.

Skills

Leadership

Client-centric advice

Holistic financial planning

Compliance awareness

Team performance management

Education

QCF Level 4 qualification

Job description

Are you an experienced wealth professional with a passion for leadership and client-centric advice? Meraki Talent have been appointed by a global banking client, who are looking to appoint an Senior Manager within Wealth Management to drive their wealth strategy and lead a high-performing team of Wealth Managers and Analysts. Key Responsibilities:

• Lead, coach, and mentor a team to deliver high-quality, needs-based financial advice.
• Ensure full compliance with regulatory standards, acting as the first line of defence for sales quality and professional standards.
• Influence internal partners to identify and refer appropriate wealth opportunities.
• Manage team performance, providing constructive feedback and driving development and change.
• Support the team in delivering holistic financial planning and effective client solutions.
• Build strong relationships across teams and with stakeholders to deliver seamless customer service.

What You'll Need to Succeed:

• QCF Level 4 qualification
• Proven supervisory experience and leadership experience
• Strong external market awareness and expert knowledge of holistic financial planning and wealth products.
• Ability to lead by example and promote a culture of excellence and customer focus

This is a unique opportunity to make an impact, and lead a well performing team to continued success. With a network of support and additional business knowledge hubs, this role offers additional support to share knowledge and enhance the ability of the team. Apply Now