Wealth Manager

Our client, a highly regarded wealth management firm, is seeking a Wealth Manager to join its established Norwich office. This is an excellent opportunity to inherit momentum within a successful team that is approaching client capacity. With a healthy pipeline of client opportunities, there is significant potential to develop relationships from day one rather than starting from scratch. The office also has a clear focus on long-term succession planning, making this an ideal opportunity for an ambitious investment professional looking to build a sustainable, long-term career within a prestigious organisation. Working with HNW and UHNW individuals, you will deliver bespoke wealth management advice while developing long-lasting client relationships and contributing to the continued growth of the business. The RoleAs a Wealth Manager, you''ll be responsible for managing and growing a portfolio of private clients, providing holistic wealth management solutions tailored to their individual needs and objectives. You''ll work collaboratively with specialists across investments, financial planning and lending to deliver an exceptional client experience while identifying opportunities to grow both client relationships and assets under management. Key Responsibilities Build and maintain trusted relationships with HNW and UHNW clients Understand clients'' financial goals, risk appetite and personal circumstances to provide tailored advice Conduct regular client reviews and ensure ..... full job details .....