JOB DESCRIPTION / ROLE
An exciting new role has been created within an expanding Global Financial Services business for an Associate Director within the Wealth Management division.
The role is to provide financial advice to High Net Worth clients on pensions, investments, inheritance tax, as well as supporting and leading the client service team. You will be required to develop strong client relationships, ensuring the best possible service and best investment opportunities, ensuring Client Advisors are performing to their best ability, hitting targets and cross-selling where appropriate. You will act as a professional ambassador for the business, further supporting its long-term growth plan.
REQUIREMENTS
The ideal candidate will have experience in a similar business where culture, service and professionalism are of equal importance and teamwork is key. You will be qualified to level 6 CII or CISI / Diploma in Financial Planning or equivalent along with a degree and a very high drive for results.
ABOUT THE COMPANY
JLWorldwide has been created to provide world class standards of consultancy for various business sectors around the globe, with a key focus on the Middle East and Africa.
JLW can help not only identify the greatest talent for your business but also unleash the talent of your greatest assets… your people.
JLW Consultants specialize Executive Search and Head Hunting to ensure you have the best talent for your business. Along with Coaching services for your Executive Level Management.
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