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Wealth Manager - Nottingham
Posted 5 July by
BWD Search & Selection
A well established Wealth Management firm is currently in search of a Wealth Manager to join their Nottingham based team.
Renowned for their client-centric approach, this firm offers a premier investment proposition and a comprehensive banking suite.
In this role, you will play a pivotal part in delivering top-tier advice managing the relationships of an existing client bank.
You'll craft tailored wealth management solutions for High Net Worth individuals within an environment that values autonomy and maturity, with excellent career progression opportunities.
This is an ideal role for a qualified wealth manager looking for a step up, with no requirement to bring over an existing book of clients.
It is essential you have prior proven experience in providing advice and managing the relationships of a portfolio of HNW clients and prospects.
As this is a regulated role, you must hold a level 4 RDR qualification as a minimum, aspiring to Chartered level.
This is a hybrid role - typically 3 days spent in the office and the remainder spent working from home.
Renowned for their client-centric approach, this firm offers a premier investment proposition and a comprehensive banking suite.
In this role, you will play a pivotal part in delivering top-tier advice managing the relationships of an existing client bank.
You'll craft tailored wealth management solutions for High Net Worth individuals within an environment that values autonomy and maturity, with excellent career progression opportunities.
This is an ideal role for a qualified wealth manager looking for a step up, with no requirement to bring over an existing book of clients.
It is essential you have prior proven experience in providing advice and managing the relationships of a portfolio of HNW clients and prospects.
As this is a regulated role, you must hold a level 4 RDR qualification as a minimum, aspiring to Chartered level.
This is a hybrid role - typically 3 days spent in the office and the remainder spent working from home.
Reference: 53031663
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