Wealth Management Director

Overview

Wealth Management Director

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 includes:

• 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.

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