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Posted 10 days ago

A fantastic opportunity has arisen for a Senior Wealth Manager, to take the next step in their career with an award-winning banking and investment firm.

In this role you will manage wealth and investment client relationships and contribute towards the success of this company, by assisting with the development of the overall international wealth management strategy.

This company encourages and helps their employees to develop to their full potential, achieving their ambitious goals and celebrating their success.

Responsibilities will include:

  • Providing expertise and performance insights to the leadership team, contributing towards the development of the wealth management strategy 

  • Developing and maintaining strong relationships with clients 

  • Identifying business development opportunities with potential and existing clients 

  • Providing advice and information to clients on product and service offerings 

  • Identifying and managing any business risks by ensuring compliance with regulatory requirements 

Experience and skills required:

  • Minimum 5 years’ experience within wealth management, including experience in a personal banking environment 

  • Excellent communication and relationship building skills 

  • Hold a professional membership with the Chartered Institute for Securities and Investments (or equivalent)

  • Ability to lead and motivate a team 

  • Strong time management and prioritisation skills 

If you’d like to find out more information about this opportunity, please call Sue Pallot on 01534 626711 or email

We are an equal opportunity employer and value diversity at all times.