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 solutionsWA Consultants is an Employment Business and an Employment Agency as described within The Conduct of Employment Agencies and Employment Businesses Regulations 2003