JobsWealth Manager

Jobs for Wealth Manager

2,077 open vacancies for Wealth Manager

Trainee Wealth Manager

St. Jamess Place Wealth ManagementSwindon, South West

LAST MONTHFull-time

New

Management Consultant - Technology, Wealth & Asset Management

Streamline Connections LtdSouth East

2 weeks agoFull-time45k-75k p/a

New

Application Security Architect - Investment Management

Oliver James Associates LimitedSouth East

3 days agoFull-time70k-90k p/a

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TM1 Developer - Wealth Manager - Up to £90k

HaysSouth East

2 days agoFull-time80k-90k p/a

Discover 2,077 jobs for Wealth Manager

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.

Skills - Wealth Manager

Reading Comprehension
Critical Thinking
Persuasion
Active Listening

Tasks - Wealth Manager

Establishing and Maintaining Interpersonal Relationships
Provide Consultation and Advice to Others
Organizing, Planning, and Prioritizing Work
Communicating with Persons Outside Organization
Resolving Conflicts and Negotiating with Others

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.