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Permanent

Head of Corporate Solutions - Wealth Management

Farnborough
money-bag 85000.00-85000.00 Annual
3179924853
Posted 3 days ago

Head of Corporate Solutions - Wealth Management Salary - £85000 DOE plus bonus plus benefits Hybrid role - home working plus London Our Client are a successful and growing wealth management business, seeking a corporate sales professional from a financial services and wealth management background to drive forward growth in the corporate services team. You will take ownership of our corporate advice proposition, reviewing and enhancing it to ensure it remains competitive, relevant and aligned to client needs. Working closely with senior stakeholders, you will play a key role in shaping the future direction of the business, expanding our market presence and supporting long-term growth. Key Responsibilities include: • Work with and as directed by the Customer Director, Financial Planning and Corporate to manage the development and profitability of the Channel to maximise results. To effectively communicate client service objectives and their context to improve systems, controls and standards. Hold monthly meetings, discuss task delegation, review issues, reprimand, praise and discipline staff in line with requirements. To deliver 1st line supervisory, development and coaching requirements as defined in the Training and Competency scheme (TOPAS) ensuring all mandatory tasks required under the scheme are conducted. Manage the relationship with corporate clients and any sources of new clients to retain and grow services delivered Ensure the provision of service, advice and ..... full job details .....

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