Senior Wealth Manager

IDEX Consulting; Glasgow; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Senior Wealth Manager to drive client engagement and deliver tailored financial strategies. This role involves understanding clients' financial objectives, assessing their risk appetite, and developing personalized investment solutions. With a focus on building lasting relationships, you'll manage portfolios and provide ongoing support, ensuring clients' financial goals are met. The position promises a competitive salary and benefits, including private medical insurance and permanent health insurance, making it an exciting opportunity for ambitious professionals looking to make a significant impact in wealth management.

Benefits

Private Medical Insurance

Permanent Health Insurance

Qualifications

• Minimum diploma level 4; ideally chartered and hold CF30.
• Driven and ambitious with excellent client focus.

Responsibilities

• Review clients' financial needs and propose suitable investment strategies.
• Engage with clients to deepen relationships and convert prospects into clients.
• Regularly report on portfolio changes and maintain client communication.

Skills

Wealth Management

Client Relationship Management

Financial Analysis

Investment Strategy Development

Portfolio Management

Education

Diploma Level 4

Chartered Status

CF30 Qualification

Job description

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 min 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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Our Diversity, Equity and Inclusion Mission

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.