297 Wealth Manager jobs in the United Kingdom

About the Role

As a Wealth Manager, you will be responsible for helping individuals and families manage their financial assets and investments. Your primary goal is to grow and preserve wealth for your clients while considering their financial goals, risk tolerance, and overall financial situation.

Responsibilities

• Build and maintain strong relationships with clients to understand their financial goals, needs, and preferences.
• Responsible for revenue and asset targets as assigned from time to time and cross selling of Banking products.
• Maintain high level of knowledge of global markets, assets, and the latest trends in the investment world.
• Assess, prepare, and present credit applications whenever required.
• Successfully onboard new clients while maintaining and deepening relationships with existing clients.
• Compliance with Bank’s policies, FCA and anti-money laundering regulations, CASS, Consumer Duty & MiFiD II regulations.
• Maintain accurate and up-to-date records of client interactions and transactions.
• Review clients’ portfolios, regularly, to ensure they are on track.
• Client-Centric Approach: Cultivate and maintain strong client relationships based on trust, integrity, and a commitment to meeting clients' financial goals while adhering to Consumer Duty principles.
• Transparent Communication and disclosure - ensure that clients fully understand the costs associated with various products and services.
• Continuous Regulatory Compliance - Stay abreast of industry regulations and updates related to Consumer Duty. Implement and uphold ethical and regulatory standards.

Qualifications

• A bachelor's degree in finance, business, economics, or a related field is often required.
• Advanced degrees (e.g., MBA or CFA).
• Relevant certifications, such as Chartered Institute for Securities & Investment (CISI), Chartered Financial Analyst (CFA).

Required Skills

• Relevant experience in the investment sector with deep understanding of investment markets.
• The ability to analyse financial data, market trends, and investment options.
• Strong interpersonal and communication skills are essential for building and maintaining client relationships.
• Ability to network and establish relationships with clients / customer service skills.
• Negotiation and influencing skills.
• Collaboration / ability to work in a team.
• A good level of numeracy and IT skills including knowledge of trading systems.
• Discretion, client confidentiality, ethical and professional approach to work.

Equal Opportunity Statement

• We are committed to diversity and inclusivity.

About the Role

As a Wealth Manager, you will be responsible for helping individuals and families manage their financial assets and investments. Your primary goal is to grow and preserve wealth for your clients while considering their financial goals, risk tolerance, and overall financial situation.

Responsibilities

• Build and maintain strong relationships with clients to understand their financial goals, needs, and preferences.
• Responsible for revenue and asset targets as assigned from time to time and cross selling of Banking products.
• Maintain high level of knowledge of global markets, assets, and the latest trends in the investment world.
• Assess, prepare, and present credit applications whenever required.
• Successfully onboard new clients while maintaining and deepening relationships with existing clients.
• Compliance with Bank’s policies, FCA and anti-money laundering regulations, CASS, Consumer Duty & MiFiD II regulations.
• Maintain accurate and up-to-date records of client interactions and transactions.
• Review clients’ portfolios, regularly, to ensure they are on track.
• Client-Centric Approach: Cultivate and maintain strong client relationships based on trust, integrity, and a commitment to meeting clients' financial goals while adhering to Consumer Duty principles.
• Transparent Communication and disclosure - ensure that clients fully understand the costs associated with various products and services.
• Continuous Regulatory Compliance - Stay abreast of industry regulations and updates related to Consumer Duty. Implement and uphold ethical and regulatory standards.

Qualifications

• A bachelor's degree in finance, business, economics, or a related field is often required.
• Advanced degrees (e.g., MBA or CFA).
• Relevant certifications, such as Chartered Institute for Securities & Investment (CISI), Chartered Financial Analyst (CFA).

Required Skills

• Relevant experience in the investment sector with deep understanding of investment markets.
• The ability to analyse financial data, market trends, and investment options.
• Strong interpersonal and communication skills are essential for building and maintaining client relationships.
• Ability to network and establish relationships with clients / customer service skills.
• Negotiation and influencing skills.
• Collaboration / ability to work in a team.
• A good level of numeracy and IT skills including knowledge of trading systems.
• Discretion, client confidentiality, ethical and professional approach to work.

Equal Opportunity Statement

• We are committed to diversity and inclusivity.

About the Role

As a Wealth Manager, you will be responsible for helping individuals and families manage their financial assets and investments. Your primary goal is to grow and preserve wealth for your clients while considering their financial goals, risk tolerance, and overall financial situation.

Responsibilities

• Build and maintain strong relationships with clients to understand their financial goals, needs, and preferences.
• Responsible for revenue and asset targets as assigned from time to time and cross selling of Banking products.
• Maintain high level of knowledge of global markets, assets, and the latest trends in the investment world.
• Assess, prepare, and present credit applications whenever required.
• Successfully onboard new clients while maintaining and deepening relationships with existing clients.
• Compliance with Bank’s policies, FCA and anti-money laundering regulations, CASS, Consumer Duty & MiFiD II regulations.
• Maintain accurate and up-to-date records of client interactions and transactions.
• Review clients’ portfolios, regularly, to ensure they are on track.
• Client-Centric Approach: Cultivate and maintain strong client relationships based on trust, integrity, and a commitment to meeting clients' financial goals while adhering to Consumer Duty principles.
• Transparent Communication and disclosure - ensure that clients fully understand the costs associated with various products and services.
• Continuous Regulatory Compliance - Stay abreast of industry regulations and updates related to Consumer Duty. Implement and uphold ethical and regulatory standards.

Qualifications

• A bachelor's degree in finance, business, economics, or a related field is often required.
• Advanced degrees (e.g., MBA or CFA).
• Relevant certifications, such as Chartered Institute for Securities & Investment (CISI), Chartered Financial Analyst (CFA).

Required Skills

• Relevant experience in the investment sector with deep understanding of investment markets.
• The ability to analyse financial data, market trends, and investment options.
• Strong interpersonal and communication skills are essential for building and maintaining client relationships.
• Ability to network and establish relationships with clients / customer service skills.
• Negotiation and influencing skills.
• Collaboration / ability to work in a team.
• A good level of numeracy and IT skills including knowledge of trading systems.
• Discretion, client confidentiality, ethical and professional approach to work.

Equal Opportunity Statement

• We are committed to diversity and inclusivity.

We’re a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over €5 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.

Mission

To provide investment solutions and advice to protect and grow client wealth through time.

Our Core Values:

We’ve built our business on three Principles:

• Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else.
• Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
• Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream

What this means in practice:

At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.

About the role:

We're looking for a Wealth Manager (level 4 IAD, or equivalent) to join our dedicated Wealth Management Team focused on the Premium & private Segment (customers with investment of £100k +). In this role, you'll be part of a team responsible for providing guidance and building strong relationships with our premium clients, all through remote channels like telephone, video call, chat, and email. Your main goal will be to accompany clients throughout their investment journey, helping them to navigate their financial decisions effectively. You will also be conducting portfolio reviews and using cashflow modelling tools to build plans and help your customers make sense of the financial plans and goals.

Key Responsibilities

• You will be part of the Premium & Private Wealth Management Team, responsible for collaboratively managing and growing the assets of our clients. This involves actively engaging with both new and existing clients through email, phone, and video calls to nurture their portfolios and ensure a consistent, high-quality service experience.
• Act as a spokesperson for Moneyfarm, delivering an exceptional customer experience as the first point of contact.
• Act proactively to engage with the client base and achieve agreed-upon targets while maintaining high quality.
• Keep the CRM database (Salesforce) up to date with all client contact.
• Use cashflow modelling tool Cashcalc to prepare cashflows for your clients.
• Conducting portfolio reviews, analysing performance, taking into account the asset breakdown and diversification given the selected level of risk.

As you grow in seniority within the team, further responsibilities are:

• Work closely with other departments on additional projects to help improve overall client experience
• Involvement in content and other business projects within Moneyfarm.

Requirements

Qualifications and Skills:

• University degree.
• Must have a Level 4 qualification IAD with CISI, CII or equivalent.
• You have at least 2 years of experience in a financial services company, either as an adviser or working in a paraplanning role.
• Strong interest in commercial activities.
• Excellent communication skills, both verbal and written
• Ability to build strong relationships with customers, strong customer orientation attitude.

Benefits

• Health Insurance, Wellness plan
• Fee free investments on Moneyfarm platform
• Incentive scheme
• Career development opportunities
• Training opportunities
• Regular office social events
• Happy and friendly culture!

• Proactively identify and pursue new business opportunities to build and grow your own client bank
• Develop and maintain strong relationships with clients, understanding their financial goals and providing ongoing support.
• Provide coaching and mentoring to wealth consultants, sharing expertise and insights to help them achieve individual and team targets.
• Collaborate with the Business Development team to leverage existing client relationships and networks for business growth.
• Stay informed about market trends, investment products, and regulatory changes to provide informed insights to clients.
• Ensure compliance with all regulatory requirements and company policies, maintaining the highest standards of professionalism and integrity.

• Extensive experience in wealth management, with a proven track record in client acquisition and relationship management.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues.
• In-depth knowledge of UK investments, market trends, and regulatory requirements.
• QCF Level 4 qualified in financial planning or equivalent, with a commitment to ongoing professional development.
• Strong business development acumen
  
• Adept at driving sales growth and exceeding targets
  

• Strategic thinker with a proactive approach to identifying and pursuing new business opportunities.
• RDR Compliant Level 6 Qualifications (CISI, CFA equivalent) are preferred.

• Opportunity to work with a leading digital wealth manager and contribute to innovative financial solutions.
• Collaborative and supportive work environment with opportunities for professional growth and development.
• Competitive salary and benefits package.

deVere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.

We are selecting a small group of high-potential trainees to join our elite programme.

What We Offer:

Flights to Malta & accommodation assistance

Intensive, hands-on training to equip you with industry expertise

The opportunity to work in one of our global offices after successful completion

A competitive package with performance-based bonuses

Who We're Looking For:

Strong communicators with problem-solving skills

Ambitious, driven, and eager to succeed

Teachable and proactive individuals

Hardworking candidates ready to seize this opportunity

Programme Details:

Your training begins with
two
months in Malta
, immersing you in the world of private investment and financial advisory. Upon successful completion, you will relocate to a deVere office worldwide to continue and complete your training and development.

Opportunities are limited.
If you're serious about launching a global career, apply today for more details