Address
Form of workA rare opportunity has arisen with a leading private bank who require a Wealth Manager to join their busy team based in the center of Leeds.
The existing team currently manage over £1bn of ultra-high-net-worth private client assets which continues to grow via internal channels, along with a strong existing network of professional introducers.
The Wealth Manager will work closely with 2 Senior Directors who have full responsibility for client relationships, with the intention of the successful candidate being introduced to clients and a longer-term plan to have individual responsibility.
You will need:
- CISI level 4 IAD qualification as a minimum requirement. If not already achieved, support towards CISI level 6 PCIAM or CISI level 7 CWM is available
- Recent experience within a wealth management, advisory firm or private bank either in a relationship, portfolio or investment management capacity
- Demonstrate an ability to engage and build relationships with HNW/UHNW individuals
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