Description
Davy is hiring an experienced Wealth Manager for its expanding London office to manage high-net-worth private client relationships across London and South East England. The role provides holistic wealth advice covering investment strategies, pensions, retirement, tax optimisation, succession and estate planning, while also generating new business, pursuing leads, and developing junior team members. Candidates need at least three years of client-facing wealth management advice experience, a relevant Dip CII or CISI qualification ideally at Chartered status, strong communication and commercial skills, and proficiency with Microsoft Office, Excel and PowerPoint. The position supports hybrid working and includes salary, bonus, pension, and additional benefits.
