Private Client Manager - Wealth Manager

  • Location

    Edinburgh, Scotland

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £50000 - £80000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH1697_1557929896

  • Published:

    over 1 year ago

  • Expiry date:

    2019-06-14

  • Consultant:

    #

MB Fitzgerald are currently working with a National Investment Management Organisation who are looking to recruit an experienced Wealth Manager to join their team in a Private Client Manager role.

The successful candidate will be responsible for building relationships with new and existing private clients, reviewing their needs and providing solutions using the company's Wealth Management Strategies. You'll also need to be able to spot business opportunities for other areas, specifically the client's financial planning needs.

Lead flow for prospective clients will arise from a variety of sources including general marketing, events attendance, referrals, partnerships and professional relationships, although to be successful in the role it would be ideal if you were to have an existing network of introducers and clients to approach.

We're looking for an experienced and qualified Wealth Manager who is looking to take their career to the next level at an ambitious and highly regarded organisation. On offer is an attractive package and basic salary as well as generous bonuses.

Requirements.

  • The successful candidate should be CF30, and ideally hold the CISI PCIAM paper or equivalent and hold, or be eligible to apply for, a Statement of Professional Standing
  • Level 6 qualified
  • Financial planning/wider wealth management knowledge desirable, but not essential