Senior Wealth Manager

We are seeking an experienced Wealth Manager to take on a senior role with responsibility for client ownership and the delivery of discretionary investment management solutions. The role is suited to a client‑focused professional with a strong track record in portfolio management.

Key Responsibilities

• Managing and developing long-term client relationships
• Delivering tailored discretionary investment management solutions
• Constructing, monitoring, and reviewing client investment portfolios
• Providing holistic wealth advice in line with regulatory standards
• Upholding high levels of governance, compliance, and client service

Skills & Experience

• Proven experience in managing and retaining client relationships
• Strong understanding of portfolio construction and investment strategy
• Confident communicator able to explain complex investment concepts
• CISI Chartered Wealth Manager (Level 7) qualified
• Client‑centric and relationship‑driven

If you are a Professional, commercially aware, and self‑motivated individual who enjoys a high degree of autonomy, we would welcome your CV!