Job Title

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.Key Responsibilities: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 opportunitiesCarry 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. Our client are looking to speak with qualified professionals (Level 4 Dip CII/CISI or equivalent, with a valid SPS). Ideally with CAS status and experience in wealth/financial advisory roles.Apply Now