Meraki Talent are proud to be partnering with a global banking firm who are looking to appoint a Wealth Manager on a permanent basis. As part of this role you will manage a portfolio of high-value customers, providing tailored, holistic financial advice to help clients grow, manage, and protect their wealth through key life events. The role focuses on building strong relationships, offering a full range of financial products, and delivering needs-based solutions.
Manage and advise a portfolio of high net worth clients.
Conduct in-depth financial reviews to provide personalized advice.
Monitor client and market developments to manage risk and spot opportunities
Carry out pension transfers and estate planning duties.
This is an opportunity which offers career development and continuous training within a supportive and collaborative working environment. Ideally with CAS status and experience in wealth/financial advisory roles.