Strategic Wealth Manager for Growing Portfolios

HBL Bank UK; England; On-site; GBP 50,000 - 70,000; Full time

Job summary

A financial services company in Greater London is seeking an experienced Wealth Manager. You will help clients manage their investments and grow their wealth while ensuring compliance with regulations. Applicants should have a degree in finance or a related field and relevant certifications. Strong interpersonal skills and experience in the investment sector are essential for this role. Competitive compensation package offered.

Qualifications

• Relevant experience in the investment sector with deep understanding of investment markets.
• Strong interpersonal and communication skills for building client relationships.
• Good level of numeracy and IT skills including trading systems knowledge.

Responsibilities

• Build and maintain strong relationships with clients to understand their financial goals.
• Maintain high level of knowledge of global markets and trends in the investment world.
• Assess, prepare, and present credit applications when required.
• Review clients' portfolios regularly to ensure they are on track.

Skills

Experience in investment sector

Analytical skills

Interpersonal skills

Networking ability

Negotiation skills

Collaboration skills

Numeracy and IT skills

Discretion and confidentiality

Education

Bachelor's degree in finance, business, economics or related field

MBA or CFA

Relevant certifications (CISI, CFA)

Job description

A financial services company in Greater London is seeking an experienced Wealth Manager. You will help clients manage their investments and grow their wealth while ensuring compliance with regulations. Applicants should have a degree in finance or a related field and relevant certifications. Strong interpersonal skills and experience in the investment sector are essential for this role. Competitive compensation package offered.