This highly regarded and successful business unit is renowned for providing innovative, holistic and first class banking and wealth solutions to High Net Worth individuals. Our client aims to be recognised as the most trusted financial advisers to HNW individuals.
As Director Private Wealth and Investment, you will be required to develop and build strong relationships with internal teams, lead client groups and key stakeholders across the wider group. This role is accountable for the success of all aspects of the Private Wealth Services business, including development and implementation of the business plan in support of the Private Wealth strategy.
The key objectives of this position will include: the distribution of self-directed investment products, expand the business to facilitate the distribution of financial markets and other investment products including equities, alternatives, fixed income and currency. You will also be required to engage with bankers, HNW clients, Directors, the leadership team, business partners and external product providers to build the business.
To be successful you will ideally be degree qualified in Commerce, Economics or Business and have developed your career within Sales, Financial planning or Investment from within the banking, finance and investment industry. Your leadership style will be that of a collaborative and consultative style to assist you in achieving sales and organisational change.
To enquire further about this opportunity, please phone Natasha Diamond on 03 9016 9335 or email your resume to firstname.lastname@example.org