My client, an investment business with impressive equities is looking to appoint a Head of Wealth Management to drive and significantly grow this part of their business.
The role will require the successful candidate to:
- Execute strategies to acquire High Net Worth Individuals and then ensure the sale of portfolio management and fund management solutions.
- Develop the growth of assets already under management in the high net worth product lines.
- Develop financial planning and investment solutions that directly contribute towards the strategic goals of the business.
- Lead on the delivery of improvements to product capability.
- Ensure the integration of wealth planning and trust products along with investment solutions.
- Assist the business in devising the strategy for the region and maintain an excellent understanding of competitors within the region.
- Portfolio Management
- Asset Allocation
- Structuring Funds and other investment products.
- Knowledge of International & Regional stock and bond markets.
- Strong client network.
- Client Relationship skills.
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