Wealth Management Director

3 weeks ago

Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time
{"Responsibilities": "Specific Responsibilities

As a Wealth Director, you will be responsible for:

  1. Identifying and pursuing new business opportunities in line with the firm's business plan.
  2. Ensuring that all client interactions are conducted in a professional and courteous manner.
  3. Maintaining accurate and up-to-date records of client interactions and transactions.
  4. Complying with all relevant regulatory requirements and firm policies.
  5. Providing exceptional client service and ensuring that client needs are met in a timely and efficient manner.
  6. Collaborating with internal teams to ensure seamless delivery of services.
  7. Staying up-to-date with industry developments and best practices.
General Responsibilities

In addition to the specific responsibilities outlined above, the successful candidate will also be responsible for:

  1. Complying with all firm policies and procedures.
  2. Participating in ongoing training and professional development.
  3. Maintaining a positive and professional attitude at all times.
  4. Contributing to a culture of excellence and continuous improvement.
", "Requirements": "Requirements

To be successful in this role, you will need:

  1. A strong understanding of the financial services industry and regulatory requirements.
  2. Excellent communication and interpersonal skills.
  3. Ability to work independently and as part of a team.
  4. Strong analytical and problem-solving skills.
  5. Ability to maintain confidentiality and handle sensitive information.
", "Qualifications": "Qualifications

We are looking for candidates with:

  1. A degree in a relevant field (e.g. finance, business, law).
  2. Relevant professional certifications (e.g. CFA, CAIA).
  3. Minimum 5 years of experience in a related role.
", "About Us": "About Us

Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services recruitment. We are committed to providing exceptional service and supporting our clients in finding the best talent for their organizations.

", "Contact Us": "

For more information about this role or to discuss your application, please contact us at info@artemisrecruitment.com or +44 20 1234 5678.

", "Disclaimer": "

Please note that all applications will be treated in confidence. We are an equal opportunities employer and welcome applications from all qualified candidates.

", "Note": "

Please do not contact the client directly. All communication should be through Artemis Recruitment Consultants Ltd.

", "Job Type": "Full-time", "Industry": "Financial Services", "Job Title": "Wealth Director", "Company": "Artemis Recruitment Consultants Ltd"}

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