Wealth Manager – London, UK

Prestige IFA Jobs

United States

Remote

USD 120,000 - 200,000

Full time

4 days ago
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Job summary

Prestige IFA Jobs is assisting a client to hire experienced Wealth Managers to serve expatriate clients across Europe and beyond. The role focuses on advising on medium- to long-term financial strategies, including investment planning, retirement solutions, and wealth structuring.

Ideal candidates bring a minimum of three years in UK wealth management or financial advisory, a client book or AUM preferred, and a track record in sales-driven, client-facing roles.

Qualifications

  • Experience serving expatriate clients and advising on wealth strategies.
  • Proven track record in sales-driven financial advisory roles.
  • Strong communication and relationship-building skills.

Responsibilities

  • Build and manage a portfolio of expatriate clients.
  • Provide tailored financial planning and investment advice.
  • Develop long-term strategies covering wealth management and retirement planning.
  • Actively grow your client base through networking and referrals.
  • Maintain high professional standards in line with UK advisory expectations.

Skills

Expatriate client focus
Sales-driven mindset
Client relationship building
English fluency

Education

CISI / CII Level 4 or equivalent

Job description

About the FirmOur client is an independent financial advisory consultancy with an international footprint, operating across Spain, Geneva, and Dubai.Founded by UK-qualified financial advisers, the firm brings a modern, high-energy approach to the offshore wealth management space. With a strong reputation among expatriate clients, the business is focused on delivering high-quality, personalized financial planning and investment advice on a global scale.

International Wealth Manager Opportunity (Europe / Dubai)

This is an opportunity for experienced Wealth Managers or Financial Advisors to join a growing international firm serving expatriate clients.The role is best suited to professionals with an existing client base who are looking to develop their book further within a supportive, growth-oriented environment. You will be advising clients on medium- to long-term financial strategies, including investment planning, retirement solutions, and wealth structuring.

Why Join This Firm
  • Full support toward achieving Level 4 UK financial planning qualifications
  • Ongoing professional development and advanced certifications
  • Structured learning environment designed for long-term success
Earnings & Incentives
  • Highly competitive remuneration structure
  • Exceptional earning potential for top performers
  • Regular incentives, including international conventions and rewards
Technology & Support
  • Access to a bespoke CRM system built by experienced Wealth Managers
  • Strong operational and management support
  • Well-structured onboarding and selection process
Growth Opportunities
  • Opportunity to be part of global expansion plans
  • Potential to contribute to launching new offices internationally
  • Clear career progression within a fast-growing brand
What You’ll Be Doing
  • Build and manage a portfolio of expatriate clients
  • Provide tailored financial planning and investment advice
  • Develop long-term strategies covering wealth management and retirement planning
  • Actively grow your client base through networking and referrals
  • Maintain high professional standards in line with UK advisory expectations
Profile they will shortlist
  • Minimum 3+ years of experience in UK wealth management or financial advisory
  • Strong preference for candidates with an existing client book or AUM
  • Background in client-facing, sales-driven advisory roles (not accounting or back-office finance)
Qualifications
  • CISI / CII Level 4 (or equivalent) strongly preferred
  • Commitment to achieving and maintaining professional qualifications
Skills & Attributes
  • Entrepreneurial mindset with a strong drive to succeed
  • Proven sales ability and target-driven approach
  • Excellent communication and relationship-building skills
  • Positive, self-motivated, and ambitious personality
  • Fluent in English
Who This Role Suits
  • This opportunity is ideal for UK-qualified Financial Advisors who:
  • Have experience working with expatriate clients
  • Want to grow their AUM within an international environment
  • Are looking for a firm that supports both performance and professional development
  • Thrive in a client-facing, high-performance setting
Apply for International Wealth Management Roles

If you are a driven and qualified Wealth Manager looking to take your career international and grow within a forward-thinking advisory firm, this is a strong opportunity to explore.UK-based IFAs are eligible to apply; experienced IFAs already working overseas may also be considered. UK-recognised financial advisory qualifications required (DipPFS, CISI Level 4, CFP or equivalent).

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