Associate Director, Wealth Manager

Job Description

[Employer hidden — sign up to reveal] Wealth Management Europe provides comprehensive wealth management capabilities through [Employer hidden — sign up to reveal] Brewin Dolphin and [Employer hidden — sign up to reveal] Wealth Management to private clients, including professionals, inheritors, business owners, entrepreneurs, intermediaries and charities. We help clients meet their financial goals through investments, financial planning, trust, credit, and banking capabilities.

What is the opportunity?

[Employer hidden — sign up to reveal] Wealth Management Europe’s vision is to be the most trusted name in world-class wealth management—driven by expert advice, a people-first approach, and cutting-edge digital solutions. As we continue to grow, we are looking to welcome exceptional talent across the UK. Our Birmingham office is seeking an Associate Director level Wealth Manager. If you are looking for a new opportunity at a pivotal time in our journey, we would love to hear from you.

What will you do?

• Responsible for the management of a client base, developing and maintaining existing client relationships, and further increasing business with the generation of new clients.
• Consistently leading interactions to gain a full understanding of clients and prospects financial goals, personal goals, and ambitions.
• Operating with a growth mindset, managing a new business target, managing business development activities, and contributing towards the achievement of the office targets.
• Consistently articulating the full breadth of the [Employer hidden — sign up to reveal] proposition (e.g. investment, planning, lending, cash, and trust solutions) to clients and prospects.
• Always ensure clients are referred internally to ‘home of best fit’.
• Provide guidance, coaching, and mentorship to ensure team members’ professional growth and delivery of exceptional services.

What do you need to succeed?

Must-have:

• Level 4 CISI or CII.
• Demonstrable experience within a client facing wealth management role.
• Proven relationship management skills.
• Extremely detailed and diverse knowledge of business sectors, current business developments, market trends, and financial products and services.
• Acts as a role model and demonstrates a high degree of capacity to drive positive behaviours.

Nice-to-have:

• Working towards or obtained further professional qualifications e.g. CISI PCIAM, CII Advanced Diploma, Chartered Wealth Manager.

What is in it for you?

• A comprehensive total rewards program including bonuses, flexible benefits and competitive compensation.
• Leaders who support your development through coaching and managing opportunities.
• Opportunities to work with the best in the field.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.

Additional Job Details

Address: 81 COLMORE ROW:BIRMINGHAM
City: Birmingham
Country: United Kingdom
Work hours/week: 35
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2025-01-03
Application Deadline: 2026-05-19

Agency Notice: [Employer hidden — sign up to reveal] Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. [Employer hidden — sign up to reveal] Group only pay fees to agencies where they have entered into a prior agreement. Please contact the Recruitment function for additional details.

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