Job Description

The Company

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

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.

The Person

  • Portfolio Management
  • Asset Allocation
  • Structuring Funds and other investment products.
  • Knowledge of  International & Regional stock and bond markets.
  • Strong client network.
  • Client Relationship skills.

Job Location

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