Working exclusively with Axiom Consultants, our client is a leading name in the provision of wealth management services. They are now inviting applications for a Wealth Director.

Business Accountabilities

• Responsible for management of the investment and planning needs of their clients
• Experience in and ability to develop own network and attract new clients
• Accountable for developing and delivering sales pipeline via new or existing clients
• A proven ability to grow a client book in a supported environment
• Ability to negotiate large deals with proven business leaders and develop long term client relationships
• Build and foster key relationships with clients or their partners in relation to client propositions and investment planning
• Work collaboratively on large new business pitches
• Develop long-term client relationships against plan
• Expert in making decisions considering the broader and long-term goals and implication for the benefit of their clients and their business
• Proactively pursue leads and manage the cross-sell of firms’ products and service
• Work closely with other teams to ensure that the client accounts are managed in line with the client’s mandate, objectives, risk profile and timeline
• People leadership directly or indirectly(mentor/Coach)

Ideal Characteristics

• Expert in making decisions considering the broader and long-term goals and implication for the benefit of our clients and our business
• Self starter with energy, ambition and a desire to progress in a dynamic environment and marketplace
• Engage with diverse client base with confidence and credibility ensuring suitability of products and portfolios
• Data driven analysis to inform decision making, development of new ideas for identifying potential opportunities and new customer segments
• Knowledge of and a strong interest in the international investment environment
• Strong interpersonal, numerical, presentation, management and communication skills
• The ability to gain the trust and confidence of both clients and colleagues
• Curious to understand clients’ ambitions and seeks to improve the client experience
• A proven track record in balancing exceptional client service with challenging targets

Qualifications

• A minimum of 10 years’ experience, with proven track record of working with clients, with a good working knowledge of financial products
• QFA, CFP or Registered Representative Examination/Certificate in Stockbroking, or be prepared to sit same within a reasonable time frame
• A Masters / Primary degree or relevant professional qualification