One of the most highly respected private banks in the HNW wealth management space are seeking an experienced wealth manager to join their East Anglia team.This is an opportunity to join a well-established firm and offer complex investment solutions to clients with between £1M-20M of investable assets.You’ll ideally have experience operating within the local network and will be confident in your ability to generate new business, which will predominantly come through referrals from the bank’s corporate and business networks.You’ll be furnished with a partial book of HNW clients and will be responsible for the provision of high calibre investment advice, working closely with the Regional Director.This is a firm who offer a clear, structured career path, where progression is based on success and performance against targets rather than longevity.You will ideally be of chartered status and will have experience providing investment advice to HNW individuals.Salary is paying up to £90k plus bonus and a significant benefits package.This is a hybrid role, with flexibility to work from home.As this is a regulated role, it is essential you have the relevent CISI qualifications and are authorised by the FCA.
Back to searchPortfolio Manager
BWD Search & Selection
Posted 2 days ago, valid for 9 days
Cambridge, Cambridgeshire CB2 8AG, England
£30,000 - £36,000 per annum
Full Time
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Sonic Summary
- A prestigious private bank in the HNW wealth management sector is looking for an experienced wealth manager for their East Anglia team.
- The role involves providing complex investment solutions to clients with investable assets ranging from £1M to £20M.
- Candidates should have experience in the local network and a proven ability to generate new business, primarily through referrals.
- The position offers a salary of up to £90k plus bonus and benefits, with a clear career progression based on performance.
- Applicants must have relevant CISI qualifications, be FCA-authorized, and ideally hold chartered status with experience advising HNW individuals.
