Director, Wealth Management, Leading bank Director, Wealth Management, Leading bank …

My client is looking for a proactive Director seeking a new challenge within the industry. This person should have a proven track record of delivering advice, developing connections and ideally also people management to play a key role in the Wealth Management team in London.

This multifaceted role will incorporate delivering advice to a portfolio of HNW/UHNW clients, helping with the leadership and development of a skilled and multidiscipline team as well as planning and implementing strategies to grow the business revenue.

Applications are invited from proactive and entrepreneurial professionals who have a proven track record. You will also be an accomplished Private Banker with client focused ethos, committed to delivering positive outcomes.

Key Responsibilities / Tasks

• Act as a trusted advisor to UHNW/HNW clients providing bespoke wealth management services
• Expectation to maintain their own relationships and develop new relations
• Offer a personal service to prospects looking to invest
• Increase the company’s assets under management by converting prospect leads to become clients of the business. You will be targeting UK Resident Non-Domiciled HNW and UHNW individuals
• High volume of new business development using various consultative selling techniques; cold calling, warm calling and face to face meetings
• Regular travel to meet with all new prospect clients, working towards monthly and yearly targets related to new client acquisition
• Help lead and develop junior members of the team

 

Key Qualifications / Experience

• Seasoned bankers that have obtained books themselves and have many years experience in Wealth Management
• Credible experience in a similar role with a prior track record of client development and acquisition in the UK
• Strong preference for discretionary business
• Must be level 6 RDR qualified
• Current AUM over £200 million
• Strong interpersonal skills and the ability to work effectively in a dynamic team environment

 

Seniority Level

Director or Executive Director

This is an excellent role which offers substantial rewards for the successful applicant.