Senior Wealth Manager - Lead Growth & Client Impact

IDEX Consulting Ltd; Leeds; On-site; GBP 90,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

Leadership development

Industry-leading professionals

Job summary

IDEX Consulting Ltd in Leeds is seeking an experienced Wealth Manager at director level to lead an established private client portfolio and drive new business opportunities within a respected wealth management organisation.

You will collaborate with specialists across investment management, financial planning, lending and trust services, coach colleagues, and help shape proactive client solutions and long-term growth.

Qualifications

• Significant experience in private client or wealth management at senior level (Director or equivalent).
• Proven track record in managing client relationships, retaining assets and generating new business.
• Strong commercial awareness with understanding of financial markets and wealth products.
• Experience in leading, mentoring or developing colleagues and influencing performance.
• Excellent interpersonal and communication skills with high-net-worth clients and introducers.

Responsibilities

• Manage and develop an established portfolio of private clients, strengthening relationships and identifying opportunities to generate additional business.
• Drive new business activity, own targets and contribute to revenue and net asset growth.
• Build trusted relationships through deep understanding of clients' objectives and long-term goals.
• Deliver a comprehensive wealth management proposition across investments, financial planning, lending, banking and trust services.
• Collaborate with specialists to ensure clients benefit from full breadth of expertise.
• Lead, coach and mentor colleagues and support their development and performance.

Skills

Wealth management

Client relationships

Business development

Leadership

Education

CISI Level 6

Job description

IDEX Consulting Ltd in Leeds is seeking an experienced Wealth Manager at director level to lead an established private client portfolio and drive new business opportunities within a respected wealth management organisation.

You will collaborate with specialists across investment management, financial planning, lending and trust services, coach colleagues, and help shape proactive client solutions and long-term growth.