The Opportunity
The Director of Wealth will be responsible for providing strategic investment advice and financial services to high-net-worth clients. This role supports our growth through personalised client engagement and targeted business initiatives.
The person
You have a deep understanding of financial markets, possess a client-first mentality, and are skilled in technical aspects such as cash flow modelling, tax-aware portfolio management, and investment policy development.
You’re someone who values collaboration, enjoys working closely with a team, and has the ability to build and maintain strong client relationships.
- Over 10 years in senior advisory roles, focusing on wealth management for high-net-worth clients.
- Expertise in investment strategy, cash flow modelling, tax-aware portfolio management, and client relationship management.
- Strong leadership skills and a client-first approach.
- Holds relevant qualifications (Finance, CFA, CFP) and business acumen for growth opportunities.
- Collaborative, with exceptional communication skills and a team-oriented mindset.
Key Responsibilities
- Provide comprehensive wealth management services.
- Build and maintain client relationships, aligning with their financial goals.
- Drive business development and expand the client base.
- Collaborate with internal teams for tailored financial solutions.
- Ensure compliance with regulatory standards and uphold ethical practices.
Culture & Benefits
- Flexible work arrangements and additional leave options.
- Professional training and development opportunities.
- Health and well-being allowances and activities.
- Access to industry experts and specialized roles.
- Employee assistance program and annual performance payments.
- Paid volunteer days and charity involvement.
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