Wealth Management Director

4 weeks ago


Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Wealth Director

We are seeking a highly skilled and experienced Wealth Director to join our team at Artemis Recruitment Consultants Ltd.

Key Responsibilities:
  • Prospecting and Client Acquisition: Identify and pursue new business opportunities, ensuring alignment with the firm's business plan and objectives.
  • Client Relationship Management: Develop and maintain strong relationships with existing clients, ensuring their needs are met and exceeded.
  • Portfolio Management: Oversee the management of client portfolios, ensuring they are aligned with the client's mandate, objectives, and the firm's investment proposition.
  • Compliance and Risk Management: Ensure adherence to relevant regulations, laws, and the firm's compliance processes and procedures.
  • Team Collaboration: Work closely with the administrative support team, paraplanners, and other team members to ensure seamless delivery of services.
Requirements:
  • Experience: Proven experience in financial services, with a strong understanding of relevant legislation and regulations.
  • Skills: Excellent communication and interpersonal skills, with the ability to compile reports and maintain accurate records.
  • Qualifications: Relevant qualifications, such as a degree in finance or a related field, and professional certifications, such as a Chartered Financial Analyst (CFA) designation.

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



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