Wealth Manager

Role: Wealth Manager

Location: London

Salary Range: £45,000 - £60,000

Are you a skilled and motivated Wealth Manager looking for an exciting opportunity to work with one of the biggest property developers in the UK? Do you have a passion for financial management and a desire to help clients maximise their wealth potential? If so, we want to hear from you! Our client is a prominent property development firm based in London, renowned for our innovative projects and exceptional market presence. With a successful track record spanning decades, they are committed to delivering excellence in every aspect of their business. As part of their growth strategy, they are seeking a dynamic Wealth Manager to join their team and play a pivotal role in enhancing the financial well-being of their valued clientele.

Key Responsibilities:

• Provide comprehensive financial planning and wealth management advice to clients within the property development sector.
• Understand clients' financial goals, risk tolerance, and investment preferences to develop tailored strategies.
• Offer guidance on investment opportunities, tax-efficient solutions, retirement planning, and estate planning.
• Monitor and manage clients' investment portfolios, making recommendations and adjustments as needed.
• Stay up-to-date with market trends, economic indicators, and financial regulations to provide informed advice.
• Build and maintain strong client relationships, ensuring their financial objectives are met and exceeded.
• Collaborate with other professionals such as legal experts and tax advisors to offer holistic financial solutions.

Qualifications and Requirements:

• Bachelor's degree in Finance, Economics, Business, or related field.
• Relevant financial certifications (e.g., CFP, CFA) are preferred.
• Proven experience in wealth management, preferably within the property development or real estate sector.
• Strong understanding of financial markets, investment vehicles, and tax strategies.
• Excellent interpersonal and communication skills to effectively engage with clients and team members.
• Ability to analyse complex financial data and provide clear, actionable recommendations.
• Proficiency in financial software and tools.
• Demonstrated commitment to ethical and professional standards in client interactions.

Benefits:

• Competitive salary within the range of £28,000 - £35,000, commensurate with experience and qualifications.
• Opportunities for career growth and professional development.
• Exposure to a diverse portfolio of clients and projects within the property development industry.
• Collaborative and supportive work environment.
• Comprehensive benefits package, including health insurance and pension plans.

Application Process: If you are a dedicated and forward-thinking Wealth Manager with a passion for helping clients achieve their financial goals, please submit your CV!