Senior Wealth Manager | Private Client Portfolio Strategy

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

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.