Home
London
Investment adviser
Senior Manager - Wealth Management

Senior Manager - Wealth Management

Meraki Talent Limited

Posted 11 days ago, valid for 8 days

London, Greater London EC1R 0WX

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The global banking client is seeking a Senior Manager within Wealth Management to lead their wealth strategy and manage a team of Wealth Managers and Analysts.
Candidates must possess a QCF Level 4 qualification and have proven supervisory and leadership experience.
The role involves delivering high-quality financial advice while ensuring compliance with regulatory standards and driving team performance.
Strong external market awareness and expertise in holistic financial planning and wealth products are essential for success in this position.
The salary for this role is competitive, and applicants should have a minimum of several years of relevant experience in wealth management.

Are you an experienced wealth professional with a passion for leadership and client-centric advice? Meraki Talent have been appointed by a global banking client, who are looking to appoint an Senior Manager within Wealth Management to drive their wealth strategy and lead a high-performing team of Wealth Managers and Analysts. Key Responsibilities:

Lead, coach, and mentor a team to deliver high-quality, needs-based financial advice.
Ensure full compliance with regulatory standards, acting as the first line of defence for sales quality and professional standards.
Influence internal partners to identify and refer appropriate wealth opportunities.
Manage team performance, providing constructive feedback and driving development and change.
Support the team in delivering holistic financial planning and effective client solutions.
Build strong relationships across teams and with stakeholders to deliver seamless customer service.

What You’ll Need to Succeed:

QCF Level 4 qualification
Proven supervisory experience and leadership experience
Strong external market awareness and expert knowledge of holistic financial planning and wealth products.
Ability to lead by example and promote a culture of excellence and customer focus

This is a unique opportunity to make an impact, and lead a well performing team to continued success. With a network of support and additional business knowledge hubs, this role offers additional support to share knowledge and enhance the ability of the team. Apply Now

Apply now in a few quick clicks

Senior Manager - Wealth Management

Senior Development and Investment Consultant

Japanese speaking Assistant Investment Manager

Senior Investment Manager