Wealth Manager
Manage investment portfolios and financial planning for high-net-worth individuals and families.
This UK wealth manager career guide covers what the role involves day to day, typical salary at each stage, the usual entry route, the skills employers expect, and related careers worth comparing.
Quick facts
- Starting salary
- £45,000 - £60,000
- Mid-career salary
- £75,000 - £110,000
- Senior salary
- £150,000 - £400,000+ (including bonus)
- Work environment
- Office, client meetings
- Time to entry
- 3 - 7 years (CISI / CFA route)
- Degree required
- Preferred - finance / economics
- Category
- Business, Finance and Legal
What a Wealth Manager does
Manage investment portfolios and financial planning for high-net-worth individuals and families.
- Private Wealth Manager - Look after clients with £1m+ in investable assets.
- Investment Adviser - Build and maintain portfolios for advised clients.
- Financial Planner - Whole-of-life planning for affluent UK families.
How to become a Wealth Manager
- Look up Wealth Manager roles on LinkedIn or Indeed and read 5 real job ads
- Talk to someone already working as a Wealth Manager - even a 15-minute call helps
- Find one beginner course or qualification used by people in this role
- Build one small piece of evidence you've explored this (project, shadowing, short course)
- Apply to one entry-level role or related opportunity within the next month
Key skills
- Investment knowledge
- Tax planning
- Relationship building
- Regulatory knowledge