JobsWealth Manager

Jobs for Wealth Manager

5,856 open vacancies for Wealth Manager

Quilter Business Services

Wealth Management Team Leader

Ryde, England

2 wk agoFull-timeOccasional remote workLimited Experience

Carnegie Consulting Ltd

Wealth Management Analyst

Ryde, England

LAST MONTHFull-timeLimited Experience50k/year

New London HR

Trainee Wealth Manager

London, England

2 wk agoFull-timeExtensive Experience35k/year

Your Resourcing Partner Limited

Wealth Management Administrator

Ryde, England

2 wk agoFull-timeLimited ExperienceFixed working hours

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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.