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Jobs for Wealth Manager

3,222 open vacancies for Wealth Manager

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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.

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.

What work experience do you need as Wealth Manager?

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Jobs at Hays AG as Wealth Manager

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Jobs at Evenbreak as Wealth Manager

Audit Senior Associate - Asset Wealth Management
EvenbreakLondon, England
4 weeks ago
Full-timeExtensive ExperienceFlexible working hours
Valuations - Director - Asset & Wealth Management & Private Equity
EvenbreakLondon, England
3 weeks ago
Full-timeLimited ExperienceFlexible working hours
Discover all 58 jobs at Evenbreak

Jobs at KPMG LLP as Wealth Manager

Senior Manager, Wealth and Asset Management, Tech Transformation
KPMGLondon, England
last week
Full-timeExtensive Experience
Senior Manager, Private Assets Tech Transformation
KPMGLondon, England
4 weeks ago
Full-timeExtensive Experience
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