Senior Wealth Management Director — High-Net-Worth Growth

WA Consultants; United Kingdom; On-site; GBP 100,000 - 125,000; Full time

Job summary

A wealth management firm in the United Kingdom is seeking a Wealth Management Director to build relationships with high-net-worth clients and deliver exceptional service. The successful candidate will conduct initial calls and in-person meetings to engage with qualified leads, focusing exclusively on sales with support from dedicated teams. A proven sales background in investment solutions, along with a minimum of 5 years of experience in interacting with high-net-worth individuals, is essential for success in this role.

Qualifications

• 5+ years of experience working with high-net-worth individuals.
• Proven track record of closing new investor business.
• Results-driven mindset focused on performance and achievement.

Responsibilities

• Engage with qualified high-net-worth leads to develop new client relationships.
• Conduct warm initial calls and in-person meetings.
• Bring new clients and assets to the firm.

Skills

Sales success in investment or wealth management

Exceptional closing ability

Outstanding communication skills

Strategic risk-taking

Resilient attitude

Education

RDR Level 4 qualification or equivalent

CISI Level 4 qualification or equivalent

Job description

A wealth management firm in the United Kingdom is seeking a Wealth Management Director to build relationships with high-net-worth clients and deliver exceptional service. The successful candidate will conduct initial calls and in-person meetings to engage with qualified leads, focusing exclusively on sales with support from dedicated teams. A proven sales background in investment solutions, along with a minimum of 5 years of experience in interacting with high-net-worth individuals, is essential for success in this role.