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

Goodman Masson
in London, United Kingdom
Permanent, Full time
Last application, 16 May 21
Goodman Masson
in London, United Kingdom
Permanent, Full time
Last application, 16 May 21
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.

Company Overview

With a team of over 200 and growing every day, Goodman Masson is one of London’s specialist Finance and Technology recruitment businesses. Voted ‘Best Recruitment Company to Work For’ in 2018, our passion for what we do is clear.

Based in London, Düsseldorf and New York, we hold annual revenues exceeding £42 million. This includes Qualified & Part-Qualified / Transactional Finance, Actuarial & Investment Management, Audit, Banking Operations, Compliance & Financial Crime, Front Office, Housing Development, Information & Cyber Security, Technology, Digital & Data, Product Control & Valuations, Projects, Change & Transformation, Risk & Regulation, Tax and Treasury.

We also have a Solutions team who provide RPO, hybrid and volume recruitment services. Alongside this, Goodman Masson have developed an Executive Search team who focus on sourcing C-suite talent to fee earning Legal partners.


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