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Client Wealth Manager - Job Opportunity at VanRath Search & Selection

Belfast, GB
Full-time
Senior
Posted: August 15, 2025
Hybrid
GBP 65,000 - 75,000 per year

Benefits

Flexible working schedule with adjustable start times providing enhanced work-life balance
Comprehensive private medical insurance ensuring health security
Performance-based cash bonus structure rewarding excellence
Hybrid working model combining office collaboration with remote flexibility
Competitive benefits package exceeding standard market offerings

Key Responsibilities

Drive strategic client relationship management for long-term wealth preservation and growth across high-net-worth portfolios
Deliver expert pension and retirement planning advisory services that directly impact clients' financial futures and security
Architect comprehensive financial plans and investment strategies tailored to individual client objectives and risk profiles
Design and implement sophisticated financial strategies encompassing retirement planning, tax optimization, and estate planning
Maintain regulatory expertise and compliance leadership by staying current with pension legislation and regulatory changes
Generate substantial new business opportunities through strategic prospecting and relationship development
Lead business development coordination efforts with cross-functional teams to maximize client acquisition
Mentor and develop junior team members to elevate organizational standards of professionalism and technical competence

Requirements

Education

Relevant Professional Services qualification, or Degree or Masters level in a related area

Experience

At least 5 years' experience in wealth management, in a client facing advice role

Required Skills

Strong demonstrable experience in advising on pensions & retirement planning Excellent verbal and written communication skills Strong influencing; commercial negotiation and presentation skills A proven team player, with a 'hands-on' approach to achieving positive outcomes Ability to deal effectively with conflicting requirements, and adapt and respond at short notice A dynamic individual capable of self-motivated, innovative development Excellent administration and IT skills, including a strong understanding of MS Office, Excel and PowerPoint Ability to operate within a compliant framework and adhere to corporate and regulatory quality standards A high level of initiative and enthusiasm with the ability to identify opportunities within the market
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Sauge AI Market Intelligence

Industry Trends

The UK wealth management sector is experiencing unprecedented growth driven by an aging population requiring sophisticated retirement planning solutions, with pension assets under management expected to reach £3.5 trillion by 2025. Digital transformation is reshaping client expectations, with hybrid advisory models becoming the new standard for delivering personalized wealth management services. Regulatory complexity continues to intensify following Brexit and evolving FCA guidelines, creating demand for professionals who can navigate compliance frameworks while delivering innovative investment solutions. The shift toward ESG investing and sustainable wealth strategies is becoming a core differentiator in client acquisition and retention. Fee compression and robo-advisor competition are forcing traditional wealth managers to demonstrate enhanced value through specialized expertise in areas like pension optimization and estate planning. The industry is consolidating around firms that can offer comprehensive, technology-enabled advisory services while maintaining high-touch client relationships.

Salary Evaluation

The offered salary range of £65,000-75,000 is competitive for the Belfast market, representing approximately 15-20% below London equivalents but offering superior cost of living advantages. With bonuses and benefits, total compensation likely reaches £80,000-95,000, positioning this role attractively within Northern Ireland's financial services sector.

Role Significance

Likely managing relationships with 50-100 high-net-worth clients while supervising 2-4 junior advisors or support staff, typical for a senior wealth manager in a mid-sized advisory firm with global capabilities
Senior-level position with significant autonomy and client portfolio responsibility, evidenced by business development expectations, team leadership duties, and complex financial planning authority. The role combines individual contributor excellence with emerging leadership responsibilities.

Key Projects

Implementation of comprehensive wealth transfer strategies for multi-generational family offices Development of tax-efficient pension consolidation programs for high-net-worth individuals Creation of bespoke investment portfolios incorporating ESG criteria and alternative investments Leading digital transformation initiatives to enhance client experience and operational efficiency

Success Factors

Mastery of complex pension regulations and tax optimization strategies that directly impact client outcomes and retention rates in an increasingly competitive market environment Exceptional relationship management capabilities that foster trust and long-term client loyalty while consistently identifying opportunities for portfolio expansion and cross-selling additional services Business development acumen that generates measurable new client acquisition while maintaining service excellence across existing relationships, balancing growth objectives with operational demands Leadership and mentoring skills that elevate team performance and knowledge transfer, creating sustainable competitive advantages through human capital development

Market Demand

High demand driven by regulatory complexity, demographic shifts, and wealth transfer dynamics creating sustained need for experienced client-facing wealth management professionals

Important Skills

Critical Skills

Pension and retirement planning expertise represents the core technical foundation for success, as demographic trends and regulatory complexity create sustained client demand for sophisticated retirement income strategies and tax optimization solutions Client relationship management capabilities determine long-term success in wealth management, where trust, communication, and consistent performance directly impact client retention rates and referral generation in a relationship-driven industry Business development skills are essential for career progression and organizational contribution, as the role specifically emphasizes new client acquisition alongside existing portfolio management responsibilities

Beneficial Skills

Technology proficiency beyond basic MS Office skills, particularly in portfolio management systems and financial planning software, enhances efficiency and client service capabilities in an increasingly digital advisory environment Regulatory knowledge extending beyond pensions to encompass broader wealth planning areas like estate planning and tax legislation provides competitive advantages and expanded service offerings to high-net-worth clients Leadership and coaching abilities support the team development responsibilities while preparing for advancement to senior management roles within wealth management organizations

Unique Aspects

Global organization presence combined with Belfast location offers unique exposure to international wealth management practices while benefiting from Northern Ireland's favorable business environment and lower operational costs
Emphasis on team development and mentoring indicates organizational commitment to knowledge transfer and succession planning, providing accelerated learning opportunities and leadership development pathways
Hybrid working model with flexible start times demonstrates progressive approach to work-life balance, particularly valuable in wealth management where client availability often extends beyond traditional business hours
Focus on pension and retirement planning expertise aligns with UK demographic trends and regulatory emphasis, positioning this role at the intersection of growing market demand and specialized technical knowledge

Career Growth

3-5 years to senior management roles given the leadership development component and business generation expectations inherent in this position

Potential Next Roles

Senior Wealth Manager or Private Banking Director overseeing larger client portfolios and team management responsibilities Regional Head of Wealth Management with P&L accountability and strategic planning authority Independent Financial Advisory practice owner leveraging established client relationships and industry expertise

Company Overview

VanRath Search & Selection

VanRath Search & Selection operates as a specialized recruitment consultancy serving Northern Ireland's professional services sector, with particular strength in financial services, legal, and corporate advisory placements. The firm has established relationships with prestigious organizations seeking senior-level talent across Belfast and broader regional markets.

Recognized as a leading regional recruitment specialist with deep knowledge of Northern Ireland's financial services landscape and strong connections to both local and international firms establishing regional operations
This role represents Belfast's growing importance as a UK financial services hub, particularly post-Brexit, with increased investment from London-based firms seeking cost-effective regional operations while maintaining EU market access
Professional services environment emphasizing client excellence, regulatory compliance, and collaborative teamwork, with hybrid working arrangements reflecting modern workplace flexibility expectations and talent retention strategies
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