Position Overview

The client is seeking a Senior Wealth Manager to join their expanding global team. In this role, the Senior Wealth Manager will be responsible for cultivating and managing relationships with high-net-worth clients, devising personalised financial plans, and guiding clients toward financial success.

Key Responsibilities

• Client Relationship Management: Build and maintain strong relationships with affluent clients, understanding their financial goals, risk tolerance, and investment preferences.
• Financial Planning: Develop comprehensive financial plans tailored to each client's needs, encompassing retirement planning, tax optimisation, estate planning, and more.
• Investment Strategy: Create and implement personalised investment strategies utilizing a wide range of financial products and services offered by the firm.
• Portfolio Management: Monitor and manage client portfolios to ensure they align with financial o...