Senior Wealth Team Manager

CFA Institute; City of Edinburgh; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading digital wealth manager in Edinburgh seeks an experienced Wealth Manager to drive client acquisition and relationship management. This role involves mentoring a team and achieving business growth through strategic insights and stellar client support. Ideal candidates have extensive wealth management experience, strong leadership skills, and a commitment to professional growth. Competitive salary and benefits offered.

Benefits

Opportunity for leadership

Supportive work environment

Professional growth opportunities

Competitive salary and benefits

Qualifications

• Extensive experience in wealth management and client acquisition.
• Proven track record in relationship management and sales growth.
• Commitment to ongoing professional development.

Responsibilities

• Identify and pursue new business opportunities for high-net-worth clients.
• Deliver on monthly AUM targets by advising clients on the service.
• Lead and mentor wealth consultants to achieve targets.

Skills

Wealth management experience

Leadership skills

Communication skills

Knowledge of UK investments

Business development acumen

Education

QCF Level 4 in financial planning

RDR Compliant Level 6 Qualifications (CISI, CFA)

Job description

Job Overview

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.

Key Responsibilities

• Proactively identify and pursue new business opportunities to build and grow your own client bank of high-net-worth individuals.
• Deliver individual and monthly AUM targets by providing guidance to clients on the Nutmeg proposition.
• Develop and maintain strong relationships with clients, understanding their financial goals and providing ongoing support.
• Lead and mentor a team of wealth consultants, providing guidance and support to 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.
• Strong leadership and team management skills, with the ability to inspire and motivate a team to achieve results.
• 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.
• Strong business development acumen.
• 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.
• Leadership role with the ability to shape the future of our wealth management offering.
• Collaborative and supportive work environment with opportunities for professional growth and development.
• Competitive salary and benefits package.

Equal Opportunity Employer

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.