Financial Services Jobs

Wealth Manager - East Anglia

Posted 2 months ago
Salary
£90,000/ANNUAL
Location(s)
East of England
Type
Permanent

I’m currently working with an internationally renowned private bank looking to bring three Wealth Managers into their East Anglia teams (Cambridge, Peterborough or Norwich).

 

This is an opportunity to join a well-established firm and offer complex investment solutions to clients with between £1M-20M of investable assets.

 

You’ll be inheriting a substantial book and as such will not need to bring clients with you.

 

You’ll be focussing on the retention of the existing client bank, providing a bespoke service to their individual needs.

 

Further business will be generated through referrals from the firm’s retail and commercial banks.

 

You’ll hold a level 4 qualification (CISI IAD/CFA IMC/CII DipPFS or equivalent) and will have experience providing investment advice to HNW individuals.

 

Basic salary ranges from £55K-100K + 10-25% bonus and a significant benefits package.

 

To find out more, feel free to get in touch with me on laura.higton@bwd-search.co.uk

 

Alternatively, apply here for direct consideration.

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