Wealth Manager

A highly respected private bank in the HNW wealth management space are seeking an experienced wealth manager in and around the Hertfordshire area.

 

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 Portfolio Manager.

 

This is an opportunity to join a well-established firm and offer complex investment solutions to clients with £1M+ investable assets.

 

Whilst you should have experience operating within the local network, you will also receive leads which will predominantly come through referrals from the bank’s corporate and commercial networks.

 

This is a firm who offer a clear, structured career path, where progression is based on success and performance against targets rather than longevity.

 

Basic Salary is up to £70k plus discretionary bonus and an excellent benefits package

 

This is a hybrid role, with flexibility to work from home 3 days per week.

 

It is essential you have prior experience in providing investment advice to HNW individuals. As this is a regulated role, you must hold an RDR level 4 qualification as a minimum