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Salary guide

Wealth Manager

Average salary
£40,000 – £100,000
Working hours
37.5 hours/week
FinanceBanking
  • The UK wealth management sector manages billions in assets

Other names this job is known by

  • Private Banker
  • Investment Advisor

Key responsibilities

  • Advise high-net-worth clients on investments and financial planning
  • Manage client portfolios
  • Develop and implement wealth strategies
  • Monitor market trends and risks
  • Prepare reports and recommendations
  • Ensure compliance with regulations
  • Liaise with product and compliance teams
  • Attend networking events

Skills and qualifications required

  • Degree in finance, business, or economics
  • Professional qualifications (CFA, CII)
  • Experience in banking or wealth management
  • Communication and sales skills

Promotional job opportunities from this role

  • Senior Manager
  • Head of Wealth
  • Director
  • Consultant

How to get the job

  • Study finance, business, or economics
  • Gain experience in banking or wealth management
  • Progress to management or leadership positions

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