Ref: 7952
Our client, a successful fund management business, requires a Client Director to join their team on a full-time permanent basis.
This is primarily a client relationship management, business development, and asset-gathering role, based at the head office. The successful candidate will have strong interpersonal skills, be level 4/6 CISI PCIAM or Level 7 Chartered Wealth Manager qualified, and have at least 5 years’ experience within a top-tier firm.
Responsibilities include: -
- Build a book of private clients/assets
- Leverage existing network, initiate dialogues and, ultimately, attract new clients to company’s range of investment propositions
- Prospect for and introduce new client assets, suitable to the company’s business model i.e. discretionary portfolio management
- Develop distribution channels for the range of funds and portfolio services among the IFA community
- Develop links with suitable private client intermediaries (lawyers, trust companies etc)
- Develop meaningful dialogue with a pipeline of new prospects that will ‘spark’ over a period
- Look after, service and develop these prospects when they do become clients
- Annual reviews and other reporting to be completed within specified timeframes
- Any other review of a client’s requirements in view of changing personal circumstances
- Develop and build the relationship with the client, their family and wider circle
- Identify and target the best sources of new clients and develop new channels of business
- Ensure you are compliant with FCA regulations at all times and comply with company operating procedures and guidelines
- Keep abreast of market movements
- Maintain and update investment knowledge, main tax rules etc
- Generally, sustain a high level of professionalism and knowledge of industry best practice
Requirements: -
- Have at least five years’ experience or more, gained within a top-tier firm
- Ideally be Level 4/6 CISI (PCIAM) or Level 7 Chartered Wealth Manager qualified
- Have strong interpersonal skills and a well-developed network of existing relationships
- Have the ability and aptitude to recognise the wider corporate scope and potential of the role
Package:
Excellent benefits are on offer including, full health cover provided by WPA (to which family members can be added at minimal cost), Income Protection, Life Assurance and Critical Illness cover provided under a group scheme and free onsite parking.
Recruitment Consultant: Jo Howell
Closing Date: All suitable candidates will be submitted as soon as received; our client reserves the right to appoint before the closing date. Please note that due to the volume of applications, if you haven’t received a response within 5 days of applying, then unfortunately on this occasion you won’t have been successful.
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