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Senior Wealth Manager: Holistic Planning HNW Clients
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-06-20
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio Manager
Job Description & How to Apply Below
IDEX Consulting in Birmingham is seeking a Wealth Manager to deliver holistic wealth management solutions to high-net-worth individuals and families. The successful candidate will manage an existing client portfolio and identify new business opportunities through referrals and networking.
The role requires strong financial planning qualifications and proven experience in client relationship management. You will receive support from a dedicated paraplanning team and enjoy a collaborative culture emphasizing professional development and success.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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