Wealth Manager

Artemis Human Capital; Belfast; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

A prominent financial services firm in Belfast is looking for a Wealth Manager to manage a portfolio of high net worth clients. The role involves providing tailored financial solutions, risk management, and wealth planning strategies. Candidates should have strong experience in relationship management and be RDR Level 4 qualified. This position offers a generous salary, performance bonuses, and hybrid working options.

Benefits

Generous base salary

Performance related bonus

Market leading benefits

Significant support and development opportunities

Qualifications

• Demonstrable experience in relationship management with a professional client base.
• RDR Level 4 qualified, with exams for portfolio management or regulated investment advice in the UK.
• Highly motivated and resilient, capable of identifying business opportunities.

Responsibilities

• Manage and grow a portfolio of clients with investable assets of £1M+.
• Analyse client data to identify insights and opportunities.
• Research industry trends to provide tailored strategies.
• Document all client interactions and outcomes.

Skills

Relationship management

Business development

Client portfolio analysis

Investment advice

Education

RDR Level 4 qualification

Job description

Our client is presenting a unique opportunity within the Northern Ireland market to join a highly regarded organisation with a first-class internal network. This role offers the chance to work directly with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, providing tailored financial solutions and long-term relationship management. It is an excellent opening for an ambitious professional to build and nurture profitable partnerships and make a lasting impact in the wealth management space.

This is also an excellent opportunity for a returner seeking to re-establish their career in Wealth Management, with access to a strong internal network and structured support to ensure long-term success.

Role

• Manage and grow a portfolio of clients with investable assets of £1M+, building strong, trusted relationship
• Analyse client data across portfolios and cash flow to identify insights and opportunities
• Research industry trends and regulatory changes to provide tailored strategies and recommendations.
• Provide expert guidance on investment, risk management, and wealth planning strategies
• Assess financial, legal, and operational risks, implementing strong control measures
• Document all client interactions and outcomes to support transparency, product development, and wider bank strategy.
• Monitor client satisfaction, revenue, and performance metrics to ensure sustained relationship success.

Person

• Demonstrable experience in relationship management, ideally with professional client base
• RDR Level 4 qualified, ideally with exams enabling portfolio management or regulated investment advice in the UK
• A natural business developer, with the ability to identify opportunities, build networks, and grow profitable client relationships
• Highly motivated, resilient, and willing to take a hands-on approach

Rewards

• Generous base salary
• Performance related bonus
• Market leading benefits
• Hybrid working
• Significant support and development opportunities

To apply for this Wealth Manager job please click on the link below or contact Laura Haggan to discuss in the strictest confidence.