Director Investment Wealth Team

Willis Towers Watson; Camden Town; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A leading financial services firm is seeking a Director to join their Wealth and Retail Team in London. The successful candidate will drive growth strategies, develop client relationships, and provide expert investment advice within a hybrid working environment. Extensive experience in asset management or wealth management is required. This role offers an opportunity to significantly influence the firm’s strategy and client engagement.

Qualifications

• Proven track record of driving growth in wealth management.
• Ability to develop strong stakeholder relationships.
• Experience in investment consulting or wealth management.

Responsibilities

• Develop strategies to drive growth in wealth and retail business.
• Lead efforts to distribute investment solutions to wealth managers.
• Provide expert advice on fund selection and portfolio construction.

Skills

Extensive relevant experience in asset management

Strong knowledge of investment products

Exceptional client relationship skills

Excellent communication skills

Strategic thinking

Strong leadership skills

Education

Professional certification (e.g., CFA)

Job description

Great opportunity to join us as a Director within our Wealth and Retail Team based out of our London office working hybrid. This is an exciting and pivotal role, as part of our newly formed GB Wealth & Retail Team in our Investments line of business. As a Director in the team, you'll play a leading role in driving forward our strategy, developing our value proposition, as well as growing and servicing our client base focused on the Wealth sector in GB.

Responsibilities

• Develop and implement strategies to drive growth within WTW's wealth and retail business, considering where WTW should be focusing its efforts given broader market trends and developments and WTW's right to win
• Develop and maintain strong relationships with key stakeholders and decision-makers across the wealth management industry
• Lead efforts to distribute WTW investment solutions, consulting services and proprietary funds to wealth managers and engage in strategic partnership conversations that leverage the scale of WTW's fiduciary investment offering more broadly for the benefit of end savers
• Work with colleagues to launch new campaigns, identify and cultivate new strategic relationships, business opportunities and client relationships
• Provide expert advice and support to wealth managers on fund selection and portfolio construction
• Enhance existing client relationships to increase client retention and satisfaction
• Actively participate in the newly established Centre of Excellence to share and disseminate global knowledge and best practices across key geographic areas of focus for WTW
• Collaborate with international teams to leverage insights and innovations
• Contribute to the development of training programs and resources for the team

This is a Certification Function role under the FCA's Senior Manager and Certification Regime.

Qualifications

• Extensive relevant experience in asset management, investment consulting or wealth management
• Proven track record of driving strategic and organic growth sales in the wealth management sector
• Strong knowledge of investment products and financial markets
• Exceptional client relationship skills: ability to develop strong relationships quickly and maximize resources effectively to achieve goals
• Excellent communication, negotiation, and interpersonal skills
• Ability to work collaboratively in a team environment
• Strategic thinking and problem-solving abilities
• Strong leadership and team management skills
• High level of integrity and professionalism
• Ability to adapt to a fast-paced and dynamic work environment
• Professional certification (e.g., CFA) preferred

Benefits

At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.