UK Wealth Management Director

Click and Connect Online Limited
London
GBP 80,000 - 100,000
Job description

A prestigious wealth management firm, committed to delivering exceptional financial services and tailored investment solutions to their high-net-worth clientele.

Our client is seeking a skilled and experienced Director to lead their UK operations within the wealth management sector. This is a senior leadership role that requires a strategic mindset, a deep understanding of financial markets, and a proven track record in client relationship management.

Key Responsibilities:

- Develop and implement strategic initiatives to drive business growth and enhance client satisfaction.

- Provide leadership and guidance to the investment and advisory teams, ensuring the delivery of high-quality financial services.

- Establish and maintain strong relationships with high-net-worth individuals and families, understanding their unique financial needs and objectives.

- Oversee portfolio management activities, ensuring optimal investment strategies are employed to meet client goals.

- Stay abreast of market trends and economic developments to provide insightful advice to clients and the firm.

- Ensure compliance with regulatory requirements and uphold the firm's reputation for integrity and excellence.

- Mentor and develop team members, fostering a culture of collaboration and continuous improvement.

Qualifications:

- Bachelor's degree in Finance, Economics, Business Administration, or a related field; an advanced degree (such as an MBA) is preferred.

- Significant experience (10+ years) in wealth management, investment management, or a related financial service environment.

- Proven track record of successfully managing client relationships and driving financial performance.

- Strong leadership and team management skills, with the ability to inspire and motivate a team.

- Exceptional communication and interpersonal skills, with the ability to present complex financial concepts clearly.

- Relevant industry certifications are essential.

What We Offer:

- Competitive salary and bonus structure.

- Opportunity to lead and shape the future of the UK operations of a leading wealth management firm.

- A supportive and collaborative work environment with a focus on professional development.

Application Process:

Interested candidates are invited to submit their CV and a cover letter detailing their relevant experience and achievements. Our client is committed to diversity and inclusion and welcomes applications from all qualified individuals.

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