Senior Wealth Manager

About the Role

Our client is seeking an accomplished and relationship-driven Senior Wealth Manager to lead their expansion in the Brighton area. This role involves managing a portfolio of high-net-worth clients, providing comprehensive financial planning and investment management services. You will be responsible for client acquisition, retention, and developing tailored strategies to meet their complex financial goals, working within a reputable financial advisory firm known for its client-centric approach.

Key Responsibilities

• Develop and manage personalized wealth management plans for high-net-worth individuals and families, covering investments, retirement planning, and estate planning.
• Conduct thorough financial assessments and risk profiling for clients to ensure investment strategies align with their objectives and risk tolerance.
• Source and onboard new clients through networking, referrals, and proactive business development initiatives.
• Provide expert advice on investment products, market trends, and financial strategies, ensuring compliance with regulatory standards.
• Monitor client portfolios, rebalance assets as needed, and provide regular performance reviews and updates.
• Collaborate with internal specialists in areas such as tax, legal, and insurance to offer holistic financial solutions.

Requirements

• Proven track record in wealth management, financial planning, or investment advisory roles, with experience managing substantial client portfolios.
• Relevant professional qualifications such as Chartered Wealth Manager, CII Diploma in Financial Planning, or equivalent.
• Strong understanding of investment strategies, financial markets, taxation, and estate planning principles.
• Excellent interpersonal, communication, and client relationship management skills.
• Demonstrated success in business development and client acquisition within the financial services sector.

Benefits

• Attractive base salary with a generous bonus structure based on portfolio growth and client acquisition.
• Hybrid working model offering flexibility and a good work-life balance.
• Access to a comprehensive suite of financial planning tools and investment products.
• Opportunities for professional development and career progression within a leading wealth management firm.
• A supportive and collaborative team environment focused on client success and professional excellence.