Financial Services Lead [Wealth Advisory | Leadership Role | Salary depends on experience & qua[...]

The Supreme HR Advisory; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading HR consultancy in London seeks an Associate Wealth Director to support the Group Director and manage recruitment of Wealth Managers. This role involves training, compliance oversight, and development of future leaders. Candidates should have a minimum of 1 year of wealth management experience and relevant educational qualifications. The position offers a starting salary from $2,400 depending on experience.

Qualifications

• Minimum 1 year of wealth management or investment experience.

Responsibilities

• Support and report to Group Director.
• Handle recruitment and supervise Wealth Manager.
• Ensure compliance with all policies and regulations.
• Conduct coaching sessions and joint field work.

Skills

Recruitment

Supervision

Training and coaching

Regulatory compliance

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.