Director Investment Wealth Team

WTW; Greater London; Hybrid; GBP 200,000 +; Full time

Job summary

A leading global advisory firm is seeking a Director to join its Wealth and Retail Team in London. This pivotal role will focus on developing strategies to drive growth in the Wealth sector while enhancing client relationships. The ideal candidate will have extensive experience in asset management or investment consulting, strong relationship management skills, and the ability to thrive in a dynamic environment. This role offers hybrid working arrangements.

Qualifications

• Extensive relevant experience in asset management, investment consulting, or wealth management.
• Strong knowledge of investment products and financial markets.
• Exceptional client relationship skills and ability to develop relationships quickly.

Responsibilities

• Develop and implement strategies to drive growth within the wealth and retail business.
• Lead efforts to distribute investment solutions consulting services to wealth managers.
• Enhance existing client relationships to increase client retention and satisfaction.

Skills

Relationship management

Strategic thinking

Negotiation

Communication

Education

Professional certification (e.g., CFA)

Job description

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 WTWs wealth and retail business considering where WTW should be focusing its efforts given broader market trends and developments and WTWs 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 WTWs 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

Certification

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

Qualifications & Requirements

• Extensive relevant experience in asset management investment consulting or wealth management
• Experience of working in an investment consultancy, investment solutions provider, asset manager or service provider that services the wealth management sector
• Proven track record of driving strategic and organic growth sales to 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

Equal Employment Opportunity Statement

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.