JobsWealth Manager

Jobs for Wealth Manager

3,222 open vacancies for Wealth Manager

New

2 x Client Managers and 2 x Trainee Client Managers

Foresight Wealth StrategistsAltrincham, North West

4 days ago

Full-timeTemporary

New

Business School Manager

Schroders Personal WealthCity of London, South East

2 days ago

Full-timeExtensive Experience64k-84k p/a

New

Adviser Training Manager

Schroders Personal WealthYorkshire

2 weeks ago

Full-timeExtensive Experience

New

Senior Digital Marketing Manager

Schroders Personal WealthCity of London, South East

2 weeks ago

Full-timeExtensive Experience

Discover 3,222 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.