Wealth Manager

Our client, a regulated multi-asset financial services firm, is seeking an experienced Wealth Manager to manage and grow relationships with high-net-worth clients within a professional, advisory-led trading environment. The role focuses on long-term portfolio development, asset retention, and trusted client engagement across FX, CFDs, commodities, and related investment products.

• Manage a portfolio of high-net-worth private clients and act as their primary point of contact.
• Build long-term relationships by understanding client objectives, risk appetite, and investment horizons.
• Provide informed market guidance, investment ideas, and portfolio recommendations in line with client suitability.
• Support asset growth and retention through proactive client engagement and ongoing portfolio reviews.
• Coordinate with internal trading, risk, compliance, and operations teams to ensure seamless client service.
• Ensure all client interactions and recommendations comply with regulatory and internal governance requirements.

• Proven experience in wealth management, private banking, or client advisory roles within financial services.
• Strong understanding of financial markets and multi-asset trading products.
• Experience managing high-net-worth client relationships.
• Professional, consultative communication style with strong relationship-building skills.
• Familiarity with working in regulated financial environments.