JobsWealth Manager

Jobs for Wealth Manager

300 open vacancies for Wealth Manager

AAG Wealth Management

New

Wealth Manager (trainee)

London, England

2 wk agoExtensive ExperienceGraduate job

St. James's Place

Wealth Manager

Leeds, England

4 wk agoExtensive ExperienceRegular Employment

Bruin

New

Senior Counsel Wealth Management

London, England

1 wk agoExtensive ExperiencePermanentFlexible working hoursRegular Employment

Cooper White Group

Wealth Manager

London, England

3 wk agoExtensive ExperienceRegular Employment

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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.