Private Client Wealth Manager

About the Role

Our client, a leading independent wealth management firm, is seeking a sophisticated and client-centric Private Client Wealth Manager for their Plymouth office. You will be responsible for building and managing relationships with high-net-worth individuals, providing comprehensive financial planning and investment management services. This role requires a deep understanding of financial markets, investment strategies, and estate planning. The ideal candidate is passionate about helping clients achieve their financial goals, offering personalized advice and tailored solutions in a hybrid working environment.

Key Responsibilities

• Develop and implement personalized financial plans for high-net-worth clients.
• Manage investment portfolios, conduct asset allocation, and monitor investment performance.
• Provide advice on retirement planning, tax strategies, and estate planning.
• Build and maintain strong, long-term relationships with a portfolio of private clients.
• Identify opportunities to introduce new clients and expand services to existing ones.
• Ensure compliance with all regulatory requirements and firm policies.

Requirements

• Relevant professional qualification, such as CII Diploma in Financial Planning or equivalent.
• Significant experience (5+ years) in wealth management or private banking.
• Strong knowledge of investment products, financial markets, and regulatory frameworks.
• Excellent client relationship management and communication skills.
• Demonstrated ability to manage complex financial situations and provide holistic advice.

Benefits

• Competitive base salary and attractive bonus structure tied to client growth and performance.
• Comprehensive health, dental, and life insurance.
• Support for further professional development and certifications.
• Hybrid working model combining office presence with remote flexibility.
• Opportunity to work with a prestigious client base in Plymouth .