Associate Director, Wealth Manager – HNW Advisory

Capio Recruitment Limited; Birmingham; Hybrid; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid working

Private medical insurance

Life assurance

Bonus scheme

Professional development

Performance-related bonus scheme

Flexible benefits package

Structured leadership coaching

Job summary

Capio Recruitment Limited seeks an Associate Director Wealth Manager in Birmingham to lead an established portfolio, provide holistic wealth planning, and deliver client-focused strategies with institutional resources.

You will collaborate across discretionary fund management, credit, and trust services, while mentoring juniors and expanding client relationships regionally. Hybrid working and strong professional development are offered.

Qualifications

• Level 6 CII or Level 7 CISI Chartered qualifications.
• Extensive client-facing experience in wealth management.
• Deep technical knowledge of holistic wealth planning, current tax frameworks, retirement structures and investments.
• Strong relationship management and commercial acumen with ability to present a business development plan.

Responsibilities

• Manage and advise an inherited portfolio of high-net-worth clients with immediate ownership and a stable foundation.
• Formulate and deliver targeted business development strategies across the regional professional community to expand your network.
• Collaborate with discretionary fund management, credit, and trust services to access sophisticated institutional solutions for complex client scenarios.
• Mentor and coach junior wealth team members to strengthen leadership track record within the regional office.

Skills

Client-facing

Wealth management

Relationship management

Business development

Holistic wealth planning

Education

CII Level 6

CISI Level 7

Job description

Capio Recruitment Limited seeks an Associate Director Wealth Manager in Birmingham to lead an established portfolio, provide holistic wealth planning, and deliver client-focused strategies with institutional resources.

You will collaborate across discretionary fund management, credit, and trust services, while mentoring juniors and expanding client relationships regionally. Hybrid working and strong professional development are offered.