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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.

What work experience do you need as Wealth Manager?

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Jobs at MICHAEL PAGE as Wealth Manager

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Jobs at DELOITTE LLP as Wealth Manager

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Share of full- & part-time jobs as Wealth Manager

Part-time jobs as Wealth Manager

Financial Planner
Grafton Wealth Management (UK) Ltd
4 weeks ago
Occasional remote work
Extensive Experience
Flexible working hours
Senior Administrator (Part Time)
St. James' Place Wealth Management
2 weeks ago
Occasional remote work
Extensive Experience
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