Wealth Management Lead
2 weeks ago
We are looking for an experienced Wealth Management Lead to join our team at Heat Recruitment.
Job Description:The successful candidate will have a strong background in discretionary Investment Management, with a focus on high net worth individuals and ultra-high net worth individuals.
About the Role:- The role involves leading a team to build and maintain relationships with HNW clients, promoting quality AUM and identifying new opportunities.
- Candidates should have excellent private client connections and be able to work closely with colleagues to achieve business objectives.
- A moderate existing book of UK business is essential, with a proven ability to generate new business through personal connections and relationships.
Key Responsibilities:
- Leading a team to promote quality AUM
- Maintaining long-term relationships with clients
- Identifying new business opportunities through personal connections
Requirements:
- A Level 6 qualification via CISI or equivalent
- Proven experience in UK investment business
- Strong network of private client connections
Estimated Salary: £95,000 - £115,000 plus bonus
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