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For Companies At a Glance
- Tasks: Build relationships with high-net-worth investors and deliver exceptional service.
- Company: Join a leading firm in wealth management with a focus on client success.
- Benefits: Competitive salary, support teams, and a focus on your sales success.
- Why this job: Make a real impact by bringing new clients and assets to the firm.
- Qualifications: Proven sales success and experience with high-net-worth individuals required.
- Other info: Dynamic role with opportunities for personal and professional growth.
The predicted salary is between 43200 - 72000 £ per year.
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
Wealth Management Director employer: WA Consultants Ltd
Contact Detail:
WA Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Director
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships is key to landing that Wealth Management Director role.
✨Tip Number 2
Practice your pitch! You’ll want to be ready for those warm calls and in-person meetings. Prepare a concise and compelling introduction about yourself and your experience. Make sure you can clearly articulate how you can add value to high-net-worth clients.
✨Tip Number 3
Showcase your success stories! When you get the chance to chat with potential employers, share specific examples of how you’ve closed deals and built client relationships in the past. Numbers speak volumes, so bring along any metrics that highlight your achievements.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented individuals like you. By applying directly, you’ll ensure your application gets the attention it deserves, and you might just find the perfect opportunity waiting for you.
We think you need these skills to ace Wealth Management Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Wealth Management Director role. Highlight your experience with high-net-worth individuals and any sales successes you've had. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about wealth management and how your skills align with our needs. Be genuine and let your personality come through – we love that!
Showcase Your Achievements: When detailing your experience, focus on measurable results. Did you exceed sales targets? Bring in new clients? We want to hear about your wins and how you achieved them. Numbers speak volumes!
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 the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at WA Consultants Ltd
✨Know Your Numbers
As a Wealth Management Director, you'll need to showcase your proven sales success. Brush up on your past achievements and be ready to discuss specific metrics that highlight your ability to close deals and exceed targets. This will demonstrate your results-driven mindset.
✨Build Rapport Quickly
Since the role involves engaging with high-net-worth individuals, practice your interpersonal skills. Think about how you can establish trust and rapport in your initial calls and meetings. Consider role-playing with a friend to refine your approach.
✨Showcase Your Strategic Thinking
Prepare to discuss how you’ve navigated challenges in previous roles. Highlight instances where you took calculated risks that paid off. This will show your potential employer that you’re a strategic risk-taker who can handle the pressures of the job.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the firm's approach to client relationships or how they support their Wealth Management Directors. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
