Director – Wealth Planning
Job Description
<p><strong>Working at Globaleye </strong></p><p><span>As a company committed to having a positive economic and social impact on the communities in which we live and work, we depend on our people to deliver on our commitments. In return, we offer unique opportunities to further your career in some of the world’s most dynamic economies, making a positive difference along the way and leaving a lasting impression on the world around you.</span></p><p><br></p><p><span>We pride ourselves on being a truly diverse organisation, employing over 250 people around the globe. We value the unique perspectives that you can bring, combining your local knowledge with our global capability to deliver real value for our clients.</span></p><p><br></p><p><span>To us, high performance and being successful is not only about making a profit, it’s about achieving your goals, continually improving yourself and making a difference without becoming complacent.</span></p><p><br></p><p>We’re here to support your growth and help you realise your potential. Show us that you are a good investment, and you will discover that we offer potential for bright minds with big ambitions.</p><p><br></p><p><strong>Qualifications Required </strong></p><ul><li>Educated to degree level or equivalent as a minimum.</li><li>Minimum RQF Level 4 e.g. CII Diploma in Regulated Financial Planning or CISI</li><li>Investment Advice Diploma or equivalent.</li><li>Chartered Wealth Manager preferred.</li><li>Master’s degree in Business Administration or Management preferred.</li></ul><p><br></p><p><strong>Essential Skills and Experience </strong></p><ul><li>Wealth management or private banking experience with an ability to understand both adviser and client needs to generate new business opportunities.</li><li>You must approach your business with integrity, client focus and willing to follow the company’s mission statement.</li><li>You must be ethical with strong written and verbal communication skills.</li><li>You must be smart, entrepreneurial, and driven with a passion to succeed.</li><li>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. </li></ul><p><br></p><p><strong>Key Responsibilities </strong></p><ul><li>Contribute to the success of the business by developing and deploying client acquisition and client appreciation/loyalty strategies.</li><li>Initiates and follows up on new business opportunities.</li><li>Leads new business meetings and closes sales to private and institutional investors.</li><li>Leverages the organisation’s relationship with existing private and institutional accounts by developing and executing proactive, creative, and ongoing contact initiatives.</li><li>Continuously enhances the quality of advice provided to clients.</li><li>Implements and maintains Globaleye systems to ensure you meet internal processes and adhere to the principles of good regulation.</li><li>Continuous development of the knowledge and skills necessary to write, document and submit business within Globaleye guidelines and to required standards.</li><li>Increase income for the business by generating new leads and business opportunities.</li><li>Acts as a liaison to the wealth management groups to ensure active, enthusiastic support of the sales and marketing process.</li><li>Ensures that product and sales materials are always updated and focused for the applicable presentation, conference, or opportunity.</li><li>Consistently comply with legislative, financial, procedural and quality requirements</li><li>Maintain a proactive and positive working environment, contributing to pulling the team towards shared goals and targets as well as your own.</li><li>Stay informed of the latest industry changes and updates, desire to continue self-development.</li><li>Works closely with Globaleye team members to further develop sales opportunities.</li></ul>
