Wealth Management Director
1 month ago
As a Wealth Director at Artemis Recruitment Consultants Ltd, you will be responsible for leading our financial services team in delivering exceptional client experiences. Your key responsibilities will include:
Key Responsibilities- Prospecting and contacting potential clients to grow our business
- Ensuring client information is obtained and recommendations are made in accordance with our business plan
- Maintaining compliance with relevant advice and sales procedures
- Managing client portfolios in line with their mandates and objectives
- Conducting market research and making suitable recommendations
- Maintaining accurate records and supporting documents
- Providing excellent client service and communication
- Ensuring clients receive relevant documentation in a timely manner
- Dealing with client queries efficiently
- Treating clients fairly and identifying vulnerable circumstances
- Maintaining a current statement of professional standing and relevant CPD
- Meeting performance standards and maintaining competence
- Maintaining compliance with our firm's processes and procedures
- Responding to Compliance department requests
- Complying with regulatory requirements and industry standards
- Having a positive culture attitude and keeping up to date with industry developments
- Providing professional and courteous client contact
- Maintaining client files and records
- Liaising with internal teams and stakeholders
- A good understanding of relevant legislation and industry standards
- Ability to take on and understand our environment and issues
- Previous experience within financial services
We expect an individual in this role to hold relevant qualifications and have the necessary skills and knowledge to excel in this position.
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