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- Tasks: Lead and manage high-net-worth client relationships with tailored wealth planning strategies.
- Company: Global investment management firm in Greater London with a flexible working culture.
- Benefits: Flexible working hours, competitive salary, and opportunities for professional growth.
- Why this job: Make a real impact on clients' financial futures while enjoying work-life balance.
- Qualifications: 6+ years in wealth planning, business development skills, and Chartered Financial Planner qualification.
- Other info: Join a dynamic team focused on delivering exceptional client service.
The predicted salary is between 48000 - 72000 £ per year.
A global investment management firm in Greater London is seeking a Wealth Planning Director to lead and manage client relationships, delivering tailored wealth planning strategies for high-net-worth clients.
The role requires:
- At least 6 years of experience in wealth planning within a regulated environment
- Proven skills in business development
- A Chartered Financial Planner qualification
The firm embraces a flexible working culture, making it suitable for balancing personal and professional commitments.
Wealth Planning Director: Lead HNW Client Strategy employer: Schroders
Contact Detail:
Schroders Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Director: Lead HNW Client Strategy
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth planning sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at that global investment management firm.
✨Tip Number 2
Prepare for those interviews by brushing up on your business development skills. Think of examples where you've successfully built client relationships or delivered tailored strategies. We want you to shine when discussing your experience!
✨Tip Number 3
Don’t forget to showcase your Chartered Financial Planner qualification! Make it a key talking point during interviews, as it demonstrates your expertise and commitment to the field. It’s a big deal in wealth planning, so flaunt it!
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for roles like the Wealth Planning Director. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Wealth Planning Director: Lead HNW Client Strategy
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth planning and business development. We want to see how your skills align with the needs of high-net-worth clients, so don’t hold back on showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Wealth Planning Director role. Share specific examples of how you've successfully managed client relationships and delivered tailored strategies.
Showcase Your Qualifications: Don’t forget to mention your Chartered Financial Planner qualification! This is crucial for us, as it demonstrates your expertise and commitment to the profession. Make it prominent in your application.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it’s super easy!
How to prepare for a job interview at Schroders
✨Know Your Wealth Planning Stuff
Make sure you brush up on the latest trends and strategies in wealth planning. Be ready to discuss specific cases where you've successfully managed high-net-worth clients and how your approach aligns with the firm's values.
✨Show Off Your Business Development Skills
Prepare examples of how you've grown client relationships and developed new business opportunities. Highlight any innovative strategies you've implemented that led to successful outcomes, as this will demonstrate your proactive approach.
✨Get Familiar with the Firm's Culture
Since the firm values a flexible working culture, think about how you can contribute to that environment. Be ready to discuss how you balance personal and professional commitments while still delivering exceptional service to clients.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the role and the firm. Inquire about their approach to client strategy and how they measure success in wealth planning. This not only shows your enthusiasm but also helps you gauge if the firm is the right fit for you.
