Wealth Manager

JR United Kingdom; Cambridgeshire and Peterborough; On-site; GBP 50,000 - 80,000; Full time

Job summary

A global banking firm is seeking a Wealth Manager to manage a portfolio of high-value clients. This role involves providing tailored financial advice, building strong relationships, and delivering comprehensive wealth strategies. Opportunities for career development and training are available in a supportive environment.

Qualifications

• Qualified professionals with Level 4 Dip CII/CISI or equivalent.
• Experience in wealth/financial advisory roles.

Responsibilities

• Manage and advise a portfolio of high net worth clients.
• Conduct in-depth financial reviews to provide personalized advice.
• Monitor client and market developments to manage risk.

Skills

Communication

Relationship Building

Education

Level 4 Dip CII/CISI or equivalent

Job description

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Meraki Talent are proud to be partnering with a global banking firm who are looking to appoint a Wealth Manager on a permanent basis. As part of this role you will manage a portfolio of high-value customers, providing tailored, holistic financial advice to help clients grow, manage, and protect their wealth through key life events. The role focuses on building strong relationships, offering a full range of financial products, and delivering needs-based solutions.

Key Responsibilities:

• Manage and advise a portfolio of high net worth clients.
• Conduct in-depth financial reviews to provide personalized advice.
• Communicate effectively to deliver tailored wealth strategies.
• Monitor client and market developments to manage risk and spot opportunities
• Carry out pension transfers and estate planning duties.

This is an opportunity which offers career development and continuous training within a supportive and collaborative working environment. Our client are looking to speak with qualified professionals (Level 4 Dip CII/CISI or equivalent, with a valid SPS). Ideally with CAS status and experience in wealth/financial advisory roles.