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Jobs for Wealth Manager

542 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?

Find a job as Wealth Manager at one of the top 3 employers

Jobs at CV-LIBRARY LTD as Wealth Manager

New
Wealth Management IFA – Home Based – Self-Employed
CV-Library
5 days ago agoFull-time
New
Digital Asset Management Consultant
CV-LibraryCovent Garden, Greater London
11 days ago agoFull-time50k-72k p/a
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Jobs at E Financial Careers UK as Wealth Manager

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