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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Wealth Management, providing holistic financial advice and tailored strategies for high-net-worth clients. Proficient in developing financial plans, staying current with regulatory changes, and generating new business opportunities.
Highest-signal resume keywords
Wealth Management QualificationHolistic Wealth AdviceClient-Facing Advice ExperienceBusiness Development SkillsRegulatory Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInvestment StrategiesRetirement PlanningTax OptimisationEstate PlanningClient Relationship ManagementBusiness GrowthAdministration SkillsIT Skills
Soft Skills
Excellent Communication SkillsStrong Influencing SkillsCommercial Negotiation SkillsPresentation SkillsTeam Player
Tools & Technologies
MS OfficeExcelPowerPoint
Certifications & Qualifications
Wealth Management QualificationDip CIICISIChartered StatusStatement of Professional Standing
Industry Keywords
High-Net-Worth ClientsFinancial ServicesRegulatory StandardsMarket Opportunities
About the role
Key responsibilities & impact- Manage a book of long-term, high-net-worth private client relationships across London and the South East of England
- Provide holistic wealth advice across investment strategies and financial planning structures
- Develop financial plans for existing and prospective clients
- Provide appropriate investment advice and structures to meet client needs
- Develop and implement tailored financial strategies, including retirement planning, tax optimisation, and estate planning
- Stay current with pension and tax legislation and regulatory changes
- Generate new business opportunities
- Pursue leads and coordinate business development efforts with the London office’s Director of Business Development
- Engage with existing and prospective clients
- Work alongside the Head of London office and Director of Business Development
- Develop junior team members to ensure high standards of professionalism and technical competence
Requirements
What you’ll need- Relevant Wealth Management qualification (Dip CII or CISI, ideally to Chartered status) and meet current Statement of Professional Standing requirements (essential)
- Previous experience providing holistic wealth advice on a wide range of products and services
- At least 3 years of advice experience
- Previous experience as a Wealth Manager, Financial Planner, or in a similar role
- Demonstrable track record of delivering advice to high-net-worth clients and achieving new business growth
- Excellent verbal and written communication skills
- Strong influencing, commercial negotiation, and presentation skills
- Proven team player with a hands-on approach
- Ability to deal effectively with conflicting requirements and adapt and respond at short notice
- Self-motivated and innovative
- At least 3 years’ experience in wealth management in a client-facing advice role
- Excellent administration and IT skills
- Strong understanding of MS Office, Excel, and PowerPoint
- Ability to operate within a compliant framework and adhere to corporate and regulatory quality standards
- High level of initiative and enthusiasm with ability to identify market opportunities
Benefits
Comp & perks- Health and wellness support
- Flexible working options
- Flexible benefits allowance
- Learning and development opportunities
- Assisted retirement planning
- Comprehensive Employee Assistance Programme (EAP)
- Mental health first aid
- Sports & Social teams promoting physical wellbeing and social connection
- Competitive remuneration package
- Bonus
- Pension
- Additional benefits to protect you and your family
- Professional and personal development opportunities
- Hybrid working model
- Inclusive and diverse workplace
- Reasonable accommodations for the interview process