Financial Team Lead @Alexandra [Wealth Advisory] - SM09

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

Job summary

A leading HR advisory firm is seeking an Associate Wealth Director in London. The role involves supporting the Group Director, supervising Wealth Managers, and ensuring compliance with policies. Candidates should have a minimum A level and a Local Polytechnic Diploma, along with at least 1 year of experience in wealth management or investment. The position offers a starting salary from $2,400 depending on experience and qualifications.

Qualifications

• Minimum educational requirement is A level and Local Polytechnic Diploma.
• At least 1 year of experience in wealth management or investment.

Responsibilities

• Support Group Director and handle recruitment for the team.
• Supervise and ensure compliance of Wealth Managers with policies.
• Conduct training and coaching for Wealth Managers.

Skills

Wealth management experience

Coaching and supervision

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.