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- Tasks: Build relationships with high-net-worth clients and drive sales growth.
- Company: Dynamic wealth management firm focused on client success.
- Benefits: Fully remote role with a supportive team and career advancement opportunities.
- Why this job: Join a fast-paced environment where your sales skills can shine and make a real impact.
- Qualifications: Proven sales success, RDR Level 4 qualification, and experience with high-net-worth individuals.
- Other info: Collaborative culture with dedicated teams to support your success.
The predicted salary is between 36000 - 60000 £ per year.
Fully remote (candidate must be based in the UK). My client is looking for an ambitious & people-focused Wealth Management Director to help grow their client base. In this role, you'll speak with high-net-worth prospects using warm leads we provide, qualify their needs, & set up face-to-face meetings. You'll meet with prospective clients to build relationships, understand their goals, & ultimately bring new clients & assets to the firm. This is an entrepreneurial, sales-focused position where your success comes from building trust & confidently closing business in person. You won't be doing this alone… their dedicated portfolio management & client service teams handle on-boarding & ongoing client care, so you can concentrate on what you do best: selling & growing relationships. You'll report directly to the Managing Director & play a key role in the continued growth plans.
What they need from you:
- A proven track record of individual sales success with stock market investors
- RDR Level 4 qualification
- At least 5 year's experience selling to high-net-worth individuals
- Clear, measurable success in closing new investor business
- A driven, goal-oriented mindset where success is something you actively pursue
- Confidence to take calculated risks & learn from every outcome
- Strong closing skills with documented sales achievements
- A positive, resilient attitude that treats challenges as opportunities
- High energy, persistence, & comfort with a fast-paced sales environment
- Excellent interpersonal skills & the ability to connect with a wide range of people
- A strong sense of ethics & professionalism
If you're motivated by results, enjoy building meaningful client relationships, & thrive in a performance-driven environment, I'd love to hear from you.
Wealth Management Director employer: WA Consultants
Contact Detail:
WA Consultants 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 clients or colleagues on LinkedIn. Building relationships is key!
✨Tip Number 2
Practice your pitch! You’ll want to be confident when meeting high-net-worth prospects. Role-play with a friend or mentor to refine your approach. Make sure you can clearly articulate how you can help them achieve their financial goals.
✨Tip Number 3
Follow up like a champ! After your initial meetings, send personalised follow-up messages. This shows you’re genuinely interested in their needs and helps keep you top of mind. A little persistence goes a long way in building trust.
✨Tip Number 4
Don’t forget to leverage our website! We’ve got loads of resources and tools that can help you stand out in your job search. Plus, applying through us gives you a better chance of landing that dream role. Let’s get you started!
We think you need these skills to ace Wealth Management Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Management Director role. Highlight your sales achievements and experience with high-net-worth individuals. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for wealth management and your people-focused approach. Let us know why you're the perfect fit for this entrepreneurial role.
Showcase Your Sales Success: Be specific about your sales successes in your application. We love numbers, so include measurable achievements that demonstrate your ability to close deals and grow client relationships. This will help us see your potential impact!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at WA Consultants
✨Know Your Numbers
Before the interview, brush up on your sales achievements and be ready to discuss specific figures. Highlight your track record with high-net-worth individuals and any measurable success you've had in closing deals. This will show your potential employer that you’re results-driven and can back up your claims.
✨Build Rapport
Since this role is all about building relationships, practice how you’ll connect with the interviewer. Think of ways to establish common ground and demonstrate your interpersonal skills. Remember, they want someone who can easily engage with clients, so showing your people-focused approach during the interview is key.
✨Showcase Your Entrepreneurial Spirit
Prepare examples that illustrate your entrepreneurial mindset. Discuss times when you took calculated risks or innovated to achieve sales goals. This will resonate well with the company’s focus on growth and will highlight your proactive attitude towards driving results.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about their client acquisition strategies or how they support their sales team. This not only shows your interest in the role but also demonstrates your understanding of the wealth management landscape and your eagerness to contribute.
