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Open nowFirst seen 5 days ago

Associate Wealth Manager – Client Servicing (Offshore Clients)

International Recruiters - Connecting Financial Specialists Limited128 open roles

Where
London, United Kingdom
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Your applicationOpen nowAssociate Wealth Manager – Client Servicing (Offshore Clients)International Recruiters - Connecting Financial Specialists Limited · London, United Kingdom

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  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

The posting

Associate Wealth Manager – Client Servicing (Offshore Clients)

Location: London, United Kingdom - Hybrid Job Type: Full-Time Start Date: August 2026

Our client, a highly respected and growing international wealth management firm, is seeking an Associate Wealth Manager to join its London office.

This is an outstanding opportunity for a Level 4 qualified individual looking to build a long-term career in wealth management while working with an established portfolio of offshore clients. The successful candidate will support an existing client bank from day one, providing an excellent platform to develop client relationships and gain valuable experience within a supportive and collaborative environment.

The Opportunity

Working alongside experienced senior advisers and directors, the successful candidate will focus on providing an exceptional ongoing service to an established portfolio of international clients. This is a relationship-led position where the emphasis is on maintaining high standards of client care, conducting regular reviews, identifying planning opportunities, and ensuring clients continue to receive an outstanding wealth management experience.

The investment solutions and discretionary portfolio management arrangements are already established, allowing the successful candidate to concentrate on client relationships while developing their technical and advisory capabilities under the guidance of experienced professionals. This makes the role particularly well suited to someone looking to transition into a long-term advisory career.

As the client base is international, CAS status is not required for this position.

Key Responsibilities

  • Manage and develop relationships with an established portfolio of offshore wealth management clients.
  • Deliver an exceptional ongoing client servicing experience through regular contact and reviews.
  • Identify clients' changing financial planning needs and discuss appropriate next steps with senior advisers where required.
  • Liaise with internal investment, administration and support teams to ensure seamless client service.
  • Maintain accurate client records and ensure all regulatory documentation is completed to a high standard.
  • Build long-term trusted relationships while delivering a professional and personalised service.
  • Support wider business development initiatives through excellent client retention and referral opportunities.

Candidate Requirements

  • Level 4 Diploma qualified (essential).
  • Strong desire to build a long-term career in wealth management.
  • Excellent communication and relationship management skills.
  • Professional, organised and client-focused approach.
  • Ability to work collaboratively within a high-performing team.
  • Previous experience within financial planning, wealth management or financial services is advantageous.

What's on Offer

  • Established offshore client portfolio from day one.
  • Comprehensive mentoring and support from experienced directors.
  • Clear career progression within a growing international wealth management business.
  • Opportunity to develop technical and client-facing expertise.
  • Supportive, collaborative and professional working environment.
  • August 2026 start available.

If you are a motivated Level 4 qualified professional looking to develop your career within international wealth management and would like to work with an established client bank while learning from experienced advisers, we would be delighted to hear from you.

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