JobsWealth Manager

Jobs for Wealth Manager

6,661 open vacancies for Wealth Manager

Tozers

New

Wealth Management Assistant

Exeter, England

1 day agoFull-timeExecutive Assistant, Secretary PermanentRegular Employment

Pratap Partnership Ltd

New

Client Services Manager - Boutique Wealth Management Business

York, England

6 hr agoPart-timeExtensive ExperienceCustomer Care Regular Employment60K/year

Pratap Partnership Ltd

New

Assistant Investment Manager - Boutique Wealth Management Business

York, England

5 hr agoExtensive ExperienceExecutive Assistant, Secretary Regular Employment40K/year

HSBC

New

Premier Wealth Relationship Manager - Guernsey Branch

Arun District, England

3 days agoExtensive ExperienceRegular EmploymentCompany

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Job profile – Wealth Manager

Wealth Managers are responsible for overseeing and managing the finances of private wealthy individuals and high net-worth clients through professional advice and a range of services. To manage these accounts, Wealth Managers must plan a client's finances, manage any investments, and provide advice and strategies on pensions, trusts and inheritance. Wealth Managers can be employed in high street banks, to attract higher net-worth customers, but Private Wealth Managers are hired by individuals or companies externally and so often work for an agency or on a freelance basis.

Requirements for being a successful Wealth Manager

To succeed as a Wealth Manager you must be highly organised, have a vast knowledge of the markets and new economic laws and regulations, and be numerically excellent. Also, you need to be confident and an excellent communicator so that you can work with a variety of differing clients and report back to stakeholders and work within a team of Financial Accountants and Actuaries. You have to be able to work well under pressure as you will be handling decisions about large amounts of client money and must have strong convictions to act according to your knowledge and experience.