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Wealth Management

Senior Wealth Manager - Private Client Advisory

Job in Glasgow, Glasgow City Area, G1, Scotland, UK
Listing for: IDEX Consulting
Full Time position
Listed on 2025-12-07
Job specializations:
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
A prominent consultancy firm in Glasgow is looking for a Senior Wealth Manager to understand and assess clients' financial objectives. The ideal candidate will excel in building relationships with clients and providing tailored investment strategies. You will need a minimum diploma level 4, ideally holding CF30, and possess a client-focused approach. A top-end salary and a comprehensive benefits package are offered, which includes PMI and PHI.
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Position Requirements
10+ Years work experience
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