Director Investment Wealth Team

Willis Towers Watson; City Of London; Hybrid; GBP 90,000 - 120,000; Full time

Job summary

A leading global advisory firm is seeking a Director for its Wealth and Retail Team in London. The successful candidate will drive strategies for growth, build client relationships in the wealth management sector, and lead initiatives to enhance service offerings. Ideal candidates have extensive experience in asset management, excellent communication skills, and a strong track record in driving sales. Join a diverse and inclusive workplace committed to equal opportunity.

Qualifications

• Extensive relevant experience in asset management or wealth management.
• Proven track record of driving sales in the wealth management sector.
• Strong knowledge of investment products and financial markets.

Responsibilities

• Develop and implement strategies to drive growth in the wealth and retail business.
• Maintain relationships with key stakeholders in the wealth management industry.
• Lead efforts to distribute investment solutions and consulting services.

Skills

Client relationship management

Strategic thinking

Strong communication skills

Leadership

Problem-solving

Education

Professional certification (e.g., CFA)

Job description

Overview

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.

The successful candidate will be responsible for driving several strategic initiatives key to the long-term success of WTW’s investment business, including but limited to:

This is a Certification Function role under the Financial Conduct Authority’s (FCA’s) Senior Manager and Certification Regime.

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

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

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.

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email [e-mail]