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.
