Director, Wealth Manager in Leeds

The OpportunityAre you an established investment or financial planning professional operating at Director level and considering your next career move? An internationally recognised wealth management organisation is continuing to invest in its UK business, with an ambitious vision to become one of the most trusted names in world-class wealth management.

Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.

With an enhanced product offering, significant investment in technology and a renewed focus on developing its client-facing teams, this is an exciting time to join a business with a clear growth strategy and the ambition to evolve its client proposition.

The organisation provides a comprehensive wealth management service to a diverse private client base, including high-net-worth individuals, business owners, entrepreneurs, professionals, inheritors and charities.

Its proposition extends beyond traditional investment management, incorporating financial planning, lending, banking and trust services.

As a Wealth Manager, you will take responsibility for managing and developing an established client portfolio, driving new business opportunities and contributing to the wider strategic and commercial objectives of the team.

This is an opportunity for an experienced Wealth Manager to combine their own client relationships and business development capabilities with a senior leadership position, supporting the development and performance of colleagues.

The RoleAs a senior member of the wealth management team, your responsibilities will include: Managing and developing an established portfolio of private clients, strengthening existing relationships and identifying opportunities to generate additional businessDriving new business activity, taking ownership of individual targets and contributing to the wider team's revenue and net asset growth objectivesBuilding trusted relationships through a thorough understanding of clients' financial circumstances, personal objectives and long-term ambitionsDelivering a comprehensive wealth management proposition, identifying opportunities across investment management, financial planning, lending, banking and trust servicesWorking collaboratively with specialist colleagues to ensure clients benefit from the full breadth of expertise available across the organisationTaking a proactive approach to business development, utilising professional networks, introducer relationships and personal connections to identify new opportunitiesProviding leadership, coaching and mentorship to colleagues, supporting their professional development and overall performanceTaking responsibility for performance management, including setting objectives, conducting reviews and supporting individual development plansChampioning digital adoption and new ways of working to enhance the overall client experience and improve efficiencyAbout YouWe are interested in speaking with established wealth management professionals who combine strong commercial instincts with the ability to build lasting client relationships and lead others.

You will ideally bring: Significant experience within a private client or wealth management environment, operating at a senior Wealth Manager, Director or equivalent levelLevel 6 qualification through CISI or CII.

Candidates holding level 4 qualifications may also be considered where supported by extensive relevant experienceA demonstrable track record of managing client relationships, retaining assets and generating new businessStrong commercial awareness and an in-depth understanding of financial markets, investment products and the wider wealth management landscapeThe ability to understand complex client requirements and articulate appropriate wealth management solutionsExperience of leading, mentoring or developing colleagues, with the confidence to influence positive behaviours and performanceExcellent interpersonal and communication skills, with the credibility to build trust with high-net-worth clients and professional introducersA collaborative mindset, recognising the value of working alongside specialists to deliver the best possible client outcomes The PropositionJoining at this stage of the organisation's growth presents an opportunity to become part of an ambitious business that is investing in its people, technology and client proposition.

The wider package includes: Competitive basic salary and performance-related bonusComprehensive flexible benefits packageA collaborative, high-performing environment with access to some of the industry's leading professionalsOngoing leadership development, coaching and professional trainingThe opportunity to influence business growth and make a lasting contribution to the organisationAn enhanced wealth management proposition, supported by investment in technology and specialist expertise Interested in a Conversation? For an experienced Wealth Manager operating at Director level, this represents an opportunity to join an established international wealth management organisation at an exciting point in its evolution.

If you're interested in exploring what your next career move could look like, we would welcome a confidential conversation. Visit the IDEX Consulting Ltd website for further opportunities.

Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.

For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.

We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. xrnqpay

We are committed to driving conscious inclusion across our business and creating equitable pathways. Discipline(s): Financial ServicesJob type: Permanent