Wealth Management Director

9 hours ago

Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full time

Job Summary

We are seeking a highly skilled and experienced Wealth Director to join our team at Artemis Recruitment Consultants Ltd. As a Wealth Director, you will be responsible for managing client relationships, providing investment advice, and ensuring compliance with regulatory requirements.

Key Responsibilities

  • Client Relationship Management
    • Build and maintain strong relationships with clients to understand their financial goals and objectives
    • Provide personalized investment advice and recommendations to clients
    • Ensure clients receive timely and relevant documentation
  • Investment Management
    • Manage client portfolios to ensure alignment with their investment objectives
    • Conduct thorough research and analysis to identify suitable investment opportunities
    • Ensure all investment decisions are made in accordance with regulatory requirements
  • Compliance and Risk Management
    • Ensure all client interactions and transactions are compliant with regulatory requirements
    • Identify and mitigate potential risks associated with client relationships and investments
    • Maintain accurate and up-to-date records of client interactions and transactions

Requirements

  • Qualifications
    • Relevant qualifications in finance, accounting, or a related field
  • Experience
    • Minimum 5 years of experience in a similar role
    • Proven track record of success in client relationship management and investment management
  • Skills
    • Excellent communication and interpersonal skills
    • Strong analytical and problem-solving skills
    • Ability to work in a fast-paced environment and prioritize multiple tasks

What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced Wealth Director looking for a new challenge, please submit your application.

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