Executive Director
4 days ago
About the Role:
- We seek an experienced Executive Director to join our prestigious organisation in a dynamic wealth management capacity.
- With a proven track record of building and managing high-value client relationships, you will be responsible for delivering exceptional financial solutions and driving business growth.
Key Responsibilities:
- Identify and acquire new clients, leveraging your extensive network and expertise to expand our presence in the market.
- Craft tailored financial strategies for your clients, ensuring their goals are met through proactive advice and guidance.
- Nurture long-term relationships, conducting regular reviews to align with client objectives and provide peace of mind.
Requirements:
- A minimum of 3 years' experience in wealth management, with a strong client base and proven results.
- Deep understanding of financial markets, including investment products and risk management techniques.
- Exceptional interpersonal skills, enabling you to build trust and rapport with clients from diverse backgrounds.
Qualifications:
- SFC Papers: 1, 7, 8, and 12, demonstrating your commitment to professional development and industry excellence.
- IA Papers: 1, 3, and 5, showcasing your expertise in financial planning and investment analysis.
Benefits:
- A competitive salary package, designed to nurture your career growth and success.
- Ongoing training and support, ensuring you remain at the forefront of industry trends and best practices.
- A collaborative and dynamic work environment, fostering innovation and teamwork.
About Us:
- We are one of the largest wealth management companies in the UK, with a global reach and reputation for excellence.
- Our team of over 4,400 qualified advisers supports more than 900,000 clients worldwide, providing expert guidance and tailored solutions.
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