Wealth management advisor Work, Jobs in Macclesfield, Chs (with Salaries)

Wealth Management Manager
Quilter plc —Manchester
- From £8,000 a month
- Full-time
- In-person
- Profit sharing
- Health & wellbeing programme
Quick apply
9d
Experienced Life Insurance Advisor - Office Based
Essential Insurance —Sale
- £35,000 - £75,000 a year
- Part-time
- Financial services
- In-person
- Negotiation
- Free parking
- Profit sharing
Quick apply
7d
Financial Advisory Manager
Evelyn Partners —Manchester
- From £8,500 a month
- Full-time
- In-person
- Profit sharing
- Health & wellbeing programme
Quick apply
9d
Specialist, Client Processing Representative
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Analysis skills
- Bachelor's degree
- Financial services
Sr. Customer Solutions Manager, UKI Customer Solutions Management, Field-AGS-UKI-ENT-CS
AWS EMEA SARL (UK Branch) —Manchester
- Full-time
- PMP
- Engineering
- Business development
6d
Client Investment Specialist (Portfolio Manager)
Quintet Private Bank —Manchester
- English
- Construction experience
Senior Vice President, Client Processing Manager
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Bachelor's degree
- Financial services
- Business
HR Advisor
K3 Advisory Group —Bolton
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Office
- Human resources
- Contracts
Quick apply
4d
Vice President, Business Technology Liaison
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Project management
- Agile
- AI
Senior Vice President, AI Product Management
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Presentation skills
- Product management
- Financial services
Vice President, Shareholder Services Manager
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Management
- Bachelor's degree
- Financial services
Managing Consultant - Software Engineering
PA Consulting —Manchester
- Full-time
- Hybrid work
- Azure
- Oracle
- Business development
- Annual leave
Quick apply
Clinical Director
mydentist —Radcliffe
- Mentoring
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
13d

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Wealth Management Manager

Quilter plc -
Manchester

Quick apply

Job details

Full-time
From £8,000 a month
9 days ago

Benefits

Profit sharing
Health & wellbeing programme
Relocation assistance
Private dental insurance
Financial planning services
Enhanced maternity leave
Enhanced paternity leave
Life insurance
Childcare
Sick pay

Full job description

Quilter plc is a leading wealth management and financial advice company providing investment management, financial planning, retirement, and advisory services across the United Kingdom. The company manages billions of pounds in client assets and supports individuals, businesses, and financial advisers in achieving long-term financial goals.

A Wealth Management Manager leads a team of financial advisors and relationship managers, helping high-net-worth individuals and business clients grow, preserve, and manage their wealth. The role involves developing investment strategies, overseeing portfolio performance, ensuring regulatory compliance, and building long-term client relationships.

Key Responsibilities:

Manage and develop relationships with high-net-worth and affluent clients.
Lead and supervise wealth management advisors and relationship managers.
Provide strategic advice on investments, retirement planning, tax-efficient wealth strategies, and estate planning.
Review and monitor client investment portfolios to ensure they align with financial objectives and risk tolerance.
Identify new business opportunities and grow the wealth management client base.
Ensure compliance with financial regulations and internal company policies.
Monitor market trends and recommend appropriate investment solutions.
Prepare financial reports, portfolio reviews, and performance presentations for clients.
Collaborate with banking, insurance, and investment specialists to deliver comprehensive financial solutions.
Achieve departmental revenue, client satisfaction, and business growth targets.

Pay: From £8,000.00 per month

Benefits:

Childcare
Enhanced maternity leave
Enhanced paternity leave
Financial planning services
Health & wellbeing programme
Life insurance
Private dental insurance
Profit sharing
Relocation assistance
Sick pay

Work Location: In person

Quick apply

Refine Your Search

wealth management advisor jobs in macclesfield, chs

Wealth Management Manager

Experienced Life Insurance Advisor - Office Based

Financial Advisory Manager

Specialist, Client Processing Representative

Sr. Customer Solutions Manager, UKI Customer Solutions Management, Field-AGS-UKI-ENT-CS

Client Investment Specialist (Portfolio Manager)

Senior Vice President, Client Processing Manager

HR Advisor

Vice President, Business Technology Liaison

Senior Vice President, AI Product Management

Vice President, Shareholder Services Manager

Managing Consultant - Software Engineering

Clinical Director

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