Wealth Management Associate

We are currently working with a leading Private Client Advisory firm that are looking to hire a Wealth Management Associate to join their team. Responsibilities:

• Support the management and development of relationships with private clients including HNW individuals.
• Assist in delivering investment and financial planning solutions tailored to clients objectives and risk profiles.
• Support the ongoing monitoring and management of client investment portfolios.
• Identify opportunities to strengthen existing client relationships and contribute to business development initiatives.
• Ensure all client activities are conducted in accordance with relevant regulatory and compliance requirements.

Requirements:

• QFA qualification essential and CFP desirable.
• Experience within wealth management, investment services, financial planning or private banking.
• Excellent communication, interpersonal and relationship building skills with a strong client focused approach.
• Strong understanding of financial markets and investment products.
• Strong organisational skills and attention to detail.

This is an excellent opportunity for someone looking to continue to progress their career within the wealth management space.

For more information on this Wealth Manager position or to discuss in more detail, contact Aoife Stokes at [email protected] or apply directly below.