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Senior Wealth Manager | Private Client Portfolio Strategy

Job in Glasgow, Glasgow City Area, G1, Scotland, UK
Listing for: Idex Consulting
Full Time position
Listed on 2026-01-03
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio Manager
  • Management
    Wealth Management, Portfolio Manager
Job Description & How to Apply Below
A financial consulting firm in Glasgow is seeking a Senior Wealth Manager responsible for reviewing clients' financial objectives and proposing suitable strategies. The role requires expertise in managing investments and building strong relationships with clients. The ideal candidate will hold a minimum diploma level 4 and possesses excellent client focus and ambition. The position offers a competitive salary along with a comprehensive benefits package, including private medical insurance.
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Position Requirements
10+ Years work experience
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