Wealth Manager
WEALTHLINK RECRUITMENT LTD · Cambridge
Job description
About the role
Our client, a successful boutique wealth manager, is looking for a client‑focused professional to join their close‑knit team. You will have the opportunity to grow an established book of existing clients while delivering first‑class service at all times.
Key responsibilities
- Develop and expand an existing portfolio of high‑net‑worth clients.
- Provide tailored wealth management advice and maintain a high standard of service.
- Collaborate with colleagues and third‑party partners to meet client needs.
Required profile
- Minimum Level 4 Diploma (CII, CISI, LIBF or equivalent).
- At least three years’ experience in a similar wealth management or financial advisory role.
- Strong team player with a passion for building lasting client relationships.
Required skills
What we offer
- Competitive salary (DOE) with discretionary bonus.
- Enhanced pension scheme.
- Hybrid working model – three days a week from home.
- Excellent career progression prospects.
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Published 1 month ago
Expires 4 days from now
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WEALTHLINK RECRUITMENT LTD
Cambridge
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