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Wealth Manager - Private Clients Desk

Ref #: 322

Location: UK

Salary: £60,000 -£90,000 + Bonus + Benefits

Sector: Buy Side Opportunities

Type: Permanent

Buy side wealth management firm looking for an experienced portfolio manager with a focus on Equities or Fixed Income (ideally both). Suitable candidates will have a good understanding of financial planning, report writing and advisory to private clients (HNWI). You will also be CF30 qualified or equivalent qualifications. Please only apply if you have relevant experience and we will only contact those candidates we consider suitable
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It was a pleasure working with City Wharf when finding my next career move. They understand the importance of communication between all parties and ensure you have the full picture before the interview. They understand the importance of how the role would fit your personality to ensure you have the best chance to succeed.

Global Securities Finance Equity Originator (Candidate)

My experience with City Wharf was amazing, especially with one of the consultants. I feel it’s like being with a friend from the first minute and we actually did not know each other. From the initial chat he understood exactly what I was looking for. He searched for a few possibilities and got a few interviews, resulting in a few different offer proposals and I accepted one of them. Also I was working in Spain, so I can only be in London for a day, but still not a problem, they arranged everything and made it as easy as possible for me. To Summarise, great firm with a very good team that would know exactly what are you looking for

Senior Equity Sales Trader (Candidate)

My experience with City Wharf recruitment has been fantastic. The consultant I dealt with has been very professional and personable and has helped me secure a great job. I would recommend them to anyone.

Fixed Income Sales Executive (Candidate)

The consultant I worked with at City Wharf understood exactly the type of candidates we were looking to recruit very impressed with his screening process and qualifying of individuals. Saved us a lot of time and energy interviewing unsuitable candidates. He came across very professional, driven with a positive attitude, but yet had a down to earth approach.

Global Head FX Sales & Trading at Leading European Bank (Client)

Really happy with the professionalism of CW agency. The team was really responsive and very committed to understand my career aspirations. We discussed a great variety of roles and they helped me to find a suitable position after only a few weeks. Thanks for all your help with a special thank you to the consultant who helped me.

Senior European Equity Sales (Candidate)

City Wharf Financial Recruitment is one of our main suppliers for front office staff they have always sourced and delivered high quality candidates to us for many years. Very professional firm and their consultants demonstrate excellent financial market knowledge. Highly recommended.

Head of Fixed Income Sales at Top Tier US Bank (Client)

"It has been a real pleasure working with City Wharf Financial Recruitment, from initial contact to successful placement. The consultant I dealt with is an exceptional head-hunter; it’s like having your own personal salesman who is selling you. He's dynamic and energetic, he takes your file and runs with it, and before you know it, he has interviews lined up and your next job is around the corner. He has the personal touch, unlike many other head-hunters who seem either asleep at the wheel or make you feel like you're on a conveyor belt. City Wharf Financial Recruitment is refreshingly different!"

Senior Global Institutional Sales (Candidate)

"I’ve worked with City Wharf Financial Recruitment for many years and have been very happy with the recruitment we’ve done together. They continue to fully reach all my expectations in finding credible, seasoned analysts that have strong franchises in their sectors and good market reputation. City Wharf Financial Recruitment has a deep knowledge of the market, and effectively meets my demands - they clearly understand my needs."

Global Head of Equity Research (Client)

“City Wharf Financial Recruitment gets you in front of the right people quickly, and provides excellent advice and assistance throughout the process. A first class service."

Global Head of Equity Derivatives Desk (Candidate)

"I’ve worked very closely with the consultants at City Wharf Financial Recruitment. We’re focused on human capital; people are the only real asset we have. The consultants understood both our business and our needs, and were extremely effective when approaching the right profiles. They think outside the box and delivered great candidates."

CEO of a top tier city based investment bank (Client)

City Wharf always delivers consistently high calibre candidates in an effortlessly professional manner. I would definitely recommend them as a supplier of choice for front office recruitment.

Global Head of HR– US Bank (Client)

When it comes to front office recruitment, there would only be a hand full of recruiters worth calling and City Wharf Financial Recruitment would be top of that list. I have no doubt in their ability to source great candidates and the go to name in financial services recruitment.

CEO of a Global Brokerage (Client)

We have used City Wharf Financial Recruitment on many occasions, the consultants are professional, very impressive with excellent financial market knowledge and have a good stream of candidates. Understanding the brief and what we are looking for in front office staff is vital and this firm delivers, we have always been presented with a strong short-list of high-calibre candidates and we have made some excellent hires. The communication throughout the recruitment process has always been good. I would not hesitate to recommend the company to other organisations.

Head of Multi-Cross Product Desk – Leading Trading Platform Provider (Client)

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