Wealth Manager
Hybrid · London, England, United Kingdom
Job Summary
Wealth Manager providing wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection; responsible for growing and managing an assigned portfolio with profitability and optimal mix; conduct investment and pension reviews, engage specialists as needed, and uphold client experience guidelines; lead and mentor wealth managers on complex financial planning products and services; drive profitable business growth across a broad product range while delivering outstanding client service, risk management, and timely client reviews; act as a market representative and build strong relationships with internal and external centres of influence; working hours 35 per week with a blend of home-based and at least three days per week in the London office, per Ways of Working: Office First; location: London, United Kingdom.
Required Qualifications
- appropriate FCA qualification covering advice activity of securities, derivatives and packaged products
- minimum QCA level 6
- investment skills including client profiling, risk analysis and asset allocation
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