Head of Wealth Management

at  Charterhouse

JOB DESCRIPTION

Charterhouse is working with an industry-leading financial institution that specialises in investment management, as well as bespoke wealth and asset advisory. Our client is part of a larger group in the region, and they are looking to hire a Head of Wealth Management, who would be in charge of leading a team of wealth managers and expanding the business as a whole.

The Head of Wealth Management position has a number of responsibilities but first and foremost would be expected to onboard and manage a number of the firm’s key clients in order to grow the firm’s AUM.
This role would also be in charge and have full ownership of the sales team. Our client has some aggressive plans to grow the wealth management division, so the candidate should be able to attract high-level talent from their own network to join them in achieving success as part of the same team. In this leadership role, you will set and oversee KPIs and targets, ensuring that all members of the team are striving towards building a high-performance environment.