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.
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