Wealth Management Director

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

My client is looking for talented individuals to join their team as Wealth Management Directors - professionals who thrive in building relationships with high-net-worth investors and delivering world-class service.

As a Wealth Management Director, you’ll engage with qualified high-net-worth leads provided to you, conducting warm initial calls and in-person meetings to develop new client relationships. Your goal: to bring new clients and assets to the firm. You’ll have the freedom to focus solely on selling – with dedicated portfolio management and client service teams supporting you through the onboarding and relationship management process.

What You'll Bring:

• Proven sales success with measurable results selling investment or wealth management solutions
• RDR Level 4 qualification / CISI Level 4 qualification (or equivalent)
• 5+ years of experience working with high-net-worth individuals
• A track record of closing new investor business and exceeding goals
• A results-driven mindset, viewing success through performance and achievement
• A strategic risk-taker who embraces both wins and challenges
• Exceptional closing ability with outstanding communication and interpersonal skills
• A resilient, optimistic attitude, learning from setbacks and finding solutions

WA Consultants is an Employment Business and an Employment Agency as described within The Conduct of Employment Agencies and Employment Businesses Regulations 2003