- Manage and advise a portfolio of high net worth clients.
- Conduct in-depth financial reviews to provide personalized advice.
- Communicate effectively to deliver tailored wealth strategies.
- Monitor client and market developments to manage risk and spot opportunities
- Carry out pension transfers and estate planning duties.
Back to searchWealth Manager
Meraki Talent Limited
Posted 14 days ago, valid for 9 days
Truro, Cornwall TR1 2XR, England
Full Time
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Sonic Summary
- Meraki Talent is partnering with a global banking firm to hire a permanent Wealth Manager.
- The role involves managing a portfolio of high-value clients and providing tailored financial advice.
- Candidates should have a Level 4 Dip CII/CISI or equivalent, along with CAS status and relevant experience in wealth or financial advisory roles.
- The position focuses on building relationships, conducting financial reviews, and delivering personalized wealth strategies.
- Salary details are not specified, but the role offers career development and continuous training in a supportive environment.
