Strategic Relationship Director, Wealth Management

6 days ago


Leeds, Leeds, United Kingdom IDEX Consulting Full time
Job Overview

A highly motivated Business Development Manager is required to lead relationships and sales in the Leeds region for a wealth management firm with £6bn AUM, ambitious growth plans, and a unique collaborative culture focused on HNW clients.

Key Responsibilities
  • Build strong relationships with professionals, including Financial Advisors and Chartered Financial Planners.
  • Liaise with external Financial Advisors to tap into the professional introducer market.
  • Work alongside an established team of Investment Managers.
  • Contribute to the business's collective achievement and be rewarded accordingly.
  • Deliver a high-touch client service in a collaborative and dynamic environment.
Required Skills and Qualifications
  • Relevant qualifications in financial advisory or investment-focused fields.
  • Ability to drive growth and success in a fast-paced environment.
  • Excellent communication and relationship-building skills.
  • Strong understanding of the wealth management industry and its trends.
Salary

The estimated salary for this role is around £55,000 - £65,000 per annum, depending on experience. The package includes benefits such as health insurance, pension scheme, and bonuses based on individual and company performance.



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