Financial Services Jobs

Wealth Manager - Midlands

Posted 25 days ago
Salary
£90,000/ANNUAL
Location(s)
West Midlands
Type
Permanent

WEALTH MANAGER – MIDLANDS

 

 

I’m currently working with an internationally renowned private bank looking to bring a Wealth Manager into their Birmingham team.

 

 

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

 

 

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-£75K for Associate level and £75K-100K at Director level (+ bonus and benefits).

 

 

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

 

 

Alternatively, apply here for immediate consideration.

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