Financial Service Manager [Alexandra | Attractive salary package | Relevant experience needed] [...]

The Supreme HR Advisory; City Of London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading HR advisory firm based in London is seeking an Associate Wealth Director to manage recruitment and supervise the Wealth Manager team. This role involves ensuring compliance with policies, conducting training sessions, and developing future leaders within the unit. The ideal candidate should possess a minimum of A level and Local Polytechnic Diploma with at least one year of experience in wealth management or investments. Competitive salary based on experience.

Qualifications

• At least 1 year of wealth management or investment experience.
• Ability to conduct coaching sessions and meetings.
• Competence in managing a team.

Responsibilities

• Support and report to Group Director.
• Establish an agency through quality recruitment.
• Ensure compliance with policies and regulations.
• Prepare and conduct coaching and training sessions.
• Develop goals for the unit.

Skills

Recruitment

Supervision

Training

Leadership development

Education

Min full A level & Local Polytechnic Diploma

Job description

Associate Wealth Director

Working Days: 5.5 Days (Mon – Fri: 9am-6pm; Sat is 9am till 1pm)
Working Location: Alexandra
Starting Salary: From $2,400 (Depends on experience & qualifications)

Job Description:

• Support and report to Group Director, handle recruitment, supervise Wealth Manager and ensure the unit comply with all policies and regulations.
• Establish an agency through quality recruitment and selection of Wealth Manager.
• Build and develop through supervision, training and coaching activities.
• Adhere to the Training and Competency requirements set out in the T&C Plan. The activities include conducting coaching sessions, joint field work and meetings for their Wealth Manager.
• Prepare for coaching and meeting sessions.
• Establish goals for the unit.
• Attend Branch meetings, company events and training.
• Pursue professional competence courses.
• Ensure Wealth Manager is competent to perform the roles and responsibilities.
• Identify and develop potential Wealth Manager to assume future leadership roles.
• Assist Group Director in the development of the Branch.

Requirements:

• Min full A level & Local Polytechnic Diploma.
• At least 1 year of wealth management or investment experience.

WhatsApp: https://wa.me/6591044149 (Shermaine)

Siah Sze Ming Reg No: R24125414

The Supreme HR Advisory Pte Ltd EA No: 14C7279