Senior Wealth Manager & Growth Leader

IDEX Consulting Ltd.; Leeds; On-site; GBP 100,000 - 160,000; Full time

Benefits offered by this job

Competitive salary

Bonus based on performance

Flexible benefits package

Leadership development and coaching

Job summary

IDEX Consulting Ltd. is sourcing an experienced Wealth Manager to lead an established private client portfolio and drive growth within a recognised wealth management organisation in Leeds.

You will cultivate strong client relationships, identify opportunities, and provide comprehensive wealth management solutions across investments, planning, lending, banking and trust services. You will lead and mentor colleagues, champion new ways of working, and contribute to strategic commercial objectives

Qualifications

• Significant experience in a private client or wealth management environment at senior level.
• Proven track record of managing client relationships, retaining assets and generating new business.
• Strong commercial awareness and understanding of financial markets and wealth management landscape.
• Ability to understand complex client requirements and articulate appropriate wealth management solutions.
• Experience leading, mentoring or developing colleagues and influencing performance.
• Excellent interpersonal and communication skills with high-net-worth clients and professional introducers.

Responsibilities

• Manage and develop an established portfolio of private clients and identify opportunities to generate additional business.
• Drive new business activity and take ownership of individual targets.
• Build trusted relationships through thorough understanding of clients’ financial circumstances and long-term objectives.
• Deliver a comprehensive wealth management proposition across investments, planning, lending, banking and trust services.
• Collaborate with specialists to provide full breadth of expertise.
• Lead, coach and mentor colleagues and manage performance objectives.

Skills

Wealth management

Client relationships

Business development

Leadership

Financial markets

Communication

Education

CISI Level 6

CII Level 6

Job description

IDEX Consulting Ltd. is sourcing an experienced Wealth Manager to lead an established private client portfolio and drive growth within a recognised wealth management organisation in Leeds.

You will cultivate strong client relationships, identify opportunities, and provide comprehensive wealth management solutions across investments, planning, lending, banking and trust services. You will lead and mentor colleagues, champion new ways of working, and contribute to strategic commercial objectives