Wealth Management Director
2 months ago
Job Title: Wealth Management Director
Company: Heat Recruitment
Job Type: Full-time
Industry: Financial Services
Location: Remote (with occasional travel)
About the Role:
We are seeking an experienced Wealth Management Director to join our team at Heat Recruitment. As a key member of our financial services team, you will be responsible for managing and growing relationships with our clients, providing bespoke investment advice, and generating new business opportunities.
Key Responsibilities:
- Manage and grow relationships with existing and new clients
- Develop an in-depth understanding of clients' personal circumstances, risk profile, and investment objectives
- Provide bespoke investment advice to private individuals, charities, and professional intermediaries
- Generate new business opportunities through business development and networking
- Collaborate with internal teams to develop and implement business strategies
- Stay up-to-date with industry trends and regulatory requirements
Requirements:
- Qualification to CISI Level 6 (PCIAM) or higher
- Proven experience in wealth management or a related field
- Strong business development and networking skills
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
What We Offer:
We offer a competitive salary, bonus structure, and full package. If you are a motivated and experienced Wealth Management Director looking for a new challenge, please submit your application.
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