Wealth Manager - Investment Firm

Job Description

Our client is a fast-growing Wealth Management firm, are on the lookout for a ambitious Wealth Manager to join their expanding team

The Role

• Provide General Advice only on Equities and Derivatives for High Net Wealth Individuals
• Ensuring clients are fully aware of our full wealth management proposition
• Coordinating with external & internal networking/prospecting events where relevant
• Manage Dealers Assistants
• Identifying opportunities to innovate and drive efficiency
• Reporting to Head of Wealth
• Attend client meetings in collaboration with the adviser and contribute to the presentation and discussions

About You

• A minimum 3+ years' experience in a similar wealth management / investment role in financial services.
• Graduate degree preferred
• Background in Financial Services dealing with High Net Worth Clients will be favorable
• Existing Client Book (Min. $10M Funds Under Management) or the ability to quickly bring over
• You'll have proven experience in client-facing roles with a passion for customer service.
• Brilliant communications skills, both verbal and written
• Drive, determination and commitment demonstrated in your everyday work practices
• The ability to work under time pressures and targets, within a busy working environment
• Strong presentation skills

What The Company Has To Offer

• Hybrid Working Model - Up to 2 days work from home
• Excellent career prospects
• Work within a highly organised and collaborative team environment

This is a unique and exciting opportunity within a high profile firm, Interested candidates, please send an updated CV to pbhardwaj@morganmckinley.com for an immediate response and for further confidential discussion.