Wealth Management Branch Leader

PowerToFly; Winchester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Winchester seeks a Resident Manager to enhance branch performance and client relations. The role involves driving revenue, compliance management, and team leadership, requiring strong communication skills and a Bachelor's degree. Ideal candidates have a minimum of 5 years' experience in financial advising and relevant licenses. Attractive benefits are included for successful applicants.

Benefits

Attractive and comprehensive benefits

Qualifications

• At least 5 years of experience as a Financial Advisor with satisfactory production and compliance record.
• Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations.

Responsibilities

• Drive revenue and manage risk within the branch.
• Build a client base of high net worth households.
• Lead the branch's sales and client-centered approach.

Skills

Effective written and verbal communication skills

Ability to think critically

Ability to manage a team

Strong attention to detail

Ability to organize and prioritize work

Education

Bachelor's degree or equivalent education

Job description

A leading financial services firm in Winchester seeks a Resident Manager to enhance branch performance and client relations. The role involves driving revenue, compliance management, and team leadership, requiring strong communication skills and a Bachelor's degree. Ideal candidates have a minimum of 5 years' experience in financial advising and relevant licenses. Attractive benefits are included for successful applicants.