Senior Wealth Manager

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

Job summary

A financial consulting firm in Glasgow is seeking a Senior Wealth Manager responsible for reviewing clients' financial objectives and proposing suitable strategies. The role requires expertise in managing investments and building strong relationships with clients. The ideal candidate will hold a minimum diploma level 4 and possesses excellent client focus and ambition. The position offers a competitive salary along with a comprehensive benefits package, including private medical insurance.

Benefits

Competitive salary

Bonus

Private medical insurance

Permanent health insurance

Qualifications

• Minimum diploma level 4 required; chartered status is preferred.
• Driven, ambitious with excellent client focus.

Responsibilities

• Understand and review clients' financial needs and objectives.
• Propose suitable solutions and strategies.
• Manage existing investments and reinvest capital.
• Regularly report on portfolio changes and performance.
• Attend client meetings to maintain investment strategy.

Skills

Client relationship building

Understanding financial objectives

Investment portfolio management

Communication skills

Education

Diploma level 4

Chartered status

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.

Qualifications

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.

Benefits

In return you will receive a top end salary and benefits package including PMI and PHI.

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.