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Associate Director

Job Description

An Associate Director must be a seasoned wealth management professional who has a proven ability to build a book and advise high-net worth clients on a broad spectrum of wealth management services.

Qualifications required

  • Educated to degree level or equivalent.
  • Minimum RQF Level 4 e.g. CII Diploma in Regulated Financial Planning or CISI Investment Advice Diploma or equivalent.
  • Master’s degree in Business Administration or Management preferred

Essential skills and experience

  • Wealth management or private banking experience with an ability to understand both adviser and client needs to generate new business opportunities.
  • You must approach your business with integrity, client focus and willing to follow the company’s mission statement.
  • You must be ethical with strong written and verbal communication skills.
  • You must be smart, entrepreneurial and driven with a passion to succeed.
  • You must be able to work autonomously with the ability to use your own initiative while having a support framework to point you in the right direction.

Key responsibilities

  • Contribute to the success of the business by developing and deploying client acquisition and client appreciation/loyalty strategies
  • Monitors and enhances the quality of advice provided by the advisory team
  • Responsible for managing the output and performance of the advisory team in line with our business goals and values
  • Actively seeks information and understanding of an adviser’s business. Takes responsibility for acquiring information
  • Implements and maintains Globaleye systems to ensure that advisers meet our internal processes and adhere to the principles of good regulation
  • Ensures that advisers develop the knowledge and skills necessary to write, document and submit business within Globaleye guidelines and to required standards
  • Increase income for the business by generating new leads and business opportunities 
  • Consistently comply with legislative, financial, procedural and quality requirements 
  • Maintain a proactive and positive working environment, contributing to pulling the team towards shared goals and targets as well as your own
  • Stay informed of the latest industry changes and updates, desire to continue self-development
  • Report where requested to Senior Management in a timely and effective manner

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