Senior Wealth Manager

Nutmeg Saving and Investment Limited; Mid Calder; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading digital wealth management firm is seeking a Senior Wealth Manager to proactively build client relationships and manage high-net-worth clients. The ideal candidate will have extensive experience in wealth management, strong communication skills, and a commitment to professional development. Join a collaborative environment with competitive salary and benefits in Mid Calder, Scotland.

Benefits

Professional growth opportunities

Supportive work environment

Competitive salary and benefits package

Qualifications

• Proven track record in wealth management and client acquisition.
• Excellent communication skills and ability to build relationships.
• In-depth understanding of market trends and regulatory requirements.

Responsibilities

• Build and grow your client bank.
• Manage relationships with high-net-worth clients.
• Mentor wealth consultants.

Skills

Client acquisition

Relationship management

Communication skills

Knowledge of UK investments

Education

QCF Level 4 in financial planning

Job description

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Nutmeg is a leading digital wealth management firm that specialises in providing managed solutions to retail clients. Our mission is to empower individuals to achieve their financial goals through innovative investment strategies and personalised service.

As an experienced and strategic Senior Wealth Manager, You'll be responsible for proactively building and growing your own client bank, managing high-net-worth client relationships, along with helping those who are new to investing. This role requires a deep understanding of the wealth management landscape and a proven track record in client acquisition and relationship management.

Key Responsibilities

• Proactively identify and pursue new business opportunities to build and grow your own client bank
• Develop and maintain strong relationships with clients, understanding their financial goals and providing ongoing support.
• Provide coaching and mentoring to wealth consultants, sharing expertise and insights to help them achieve individual and team targets.
• Collaborate with the Business Development team to leverage existing client relationships and networks for business growth.
• Stay informed about market trends, investment products, and regulatory changes to provide informed insights to clients.
• Ensure compliance with all regulatory requirements and company policies, maintaining the highest standards of professionalism and integrity.

Required Qualifications, Capabilities, and Skills

• Extensive experience in wealth management, with a proven track record in client acquisition and relationship management.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues.
• In-depth knowledge of UK investments, market trends, and regulatory requirements.
• QCF Level 4 qualified in financial planning or equivalent, with a commitment to ongoing professional development.

Adept at driving sales growth and exceeding targets

Preferred Qualifications, Capabilities, and Skills

• Strategic thinker with a proactive approach to identifying and pursuing new business opportunities.
• RDR Compliant Level 6 Qualifications (CISI, CFA equivalent) are preferred.

Why Join Us:

• Opportunity to work with a leading digital wealth manager and contribute to innovative financial solutions.
• Collaborative and supportive work environment with opportunities for professional growth and development.
• Competitive salary and benefits package.