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Director of Wealth & Investment Management
Location: Â City, London
Package: Competitive salary + Bonus + Benefits
Director of Wealth & Investment Management - Company Overview:
My client is a leading wealth management firm, delivering personalised financial advice and comprehensive services in wealth planning, investment management, and lending. Their approach to Wealth & Investment Management is centred on long-term client relationships, preserving and growing wealth, and providing highly tailored solutions. With decades of expertise in Wealth & Investment Management, my client has earned the trust of high-net-worth individuals seeking both security and opportunity.
Director of Wealth & Investment Management - Role Overview:
My client is seeking a Director of Wealth & Investment Management to lead and expand their private banking and investment services. This is a senior appointment with responsibility for strategic leadership, business development, and the delivery of a seamless, client-first experience across all Wealth & Investment Management activities.
Director of Wealth & Investment Management - Key Responsibilities:
- Lead the Wealth & Investment Management teams, driving growth and ensuring exceptional client service.
- Build and maintain strong relationships with high-net-worth clients, delivering bespoke solutions in Wealth & Investment Management.
- Oversee investment, lending, and wealth planning services to align with clients’ objectives.
- Develop business strategies to grow assets under management and strengthen my client’s Wealth & Investment Management offering.
- Work closely with internal teams to ensure seamless delivery of Wealth & Investment Management services.
- Mentor senior relationship managers, promoting a high-performance, client-first culture within Wealth & Investment Management.
- Ensure compliance with all regulatory requirements in the delivery of Wealth & Investment Management solutions.
Director of Wealth & Investment Management - Candidate Requirements:
- Significant experience in Wealth & Investment Management or private banking, with a track record in client acquisition and portfolio growth.
- Strong leadership skills with experience managing high-performing teams in Wealth & Investment Management.
- Excellent communication and relationship-building abilities.
- Broad knowledge of investment strategies, lending, and wealth planning for high-net-worth clients.
Why Join My Client:
- A senior leadership role in a respected wealth management business focused on bespoke Wealth & Investment Management services.
- A culture that values integrity, growth, and long-term client relationships.
- Competitive remuneration and benefits aligned with seniority and performance.
Director of Wealth & Investment Management
