Senior Wealth Manager

IDEX Consulting; Glasgow; On-site; GBP 80,000 - 100,000; Full time

Job summary

A prominent consultancy firm in Glasgow is looking for a Senior Wealth Manager to understand and assess clients' financial objectives. The ideal candidate will excel in building relationships with clients and providing tailored investment strategies. You will need a minimum diploma level 4, ideally holding CF30, and possess a client-focused approach. A top-end salary and a comprehensive benefits package are offered, which includes PMI and PHI.

Benefits

Private Medical Insurance

Permanent Health Insurance

Qualifications

• Minimum diploma level 4; chartered status and CF30 preferred.
• Ambitious, driven, and excellent client-focused skills are essential.

Responsibilities

• Understand clients' financial needs and propose suitable solutions.
• Review existing investments and suggest necessary changes.
• Engage with new clients and convert prospects into clients.
• Maintain client relationships through regular communication and reviews.
• Provide ongoing support and record keeping for all client interactions.

Skills

Client relationship management

Financial analysis

Investment portfolio management

Wealth management strategies

Regulatory knowledge (CF30)

Communication skills

Education

Minimum diploma level 4

Chartered status (ideally)

Job description

Glasgow

Salary £80,000 - £100,000 plus bonus

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.
• To engage with and understand prospective clients needs.
• To present and discuss the appropriate proposition to prospective clients and follow through individually tailored proposals, to reflect the proposition agreed with them.
• To convert such prospective clients into clients and gain additional assets and revenue.
• To continually engage with existing clients, deepening and developing relationships.
• To provide ongoing support and administration to existing clients.
• To regularly review existing clients circumstances to ensure suitable for their current circumstances.
• To maintain 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.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.