Wealth Management Director

Job Overview

A Wealth Management Director oversees teams delivering holistic financial services to high-net-worth clients, driving revenue growth and strategic expansion. This role combines leadership, client relationship management, and operational oversight tailored for job postings.

Core Responsibilities

• Lead multidisciplinary teams (e.g., advisors, bankers, trust officers) to provide comprehensive wealth solutions including investments, estate planning, and fiduciary services.
• Develop and execute growth strategies, such as new business programs, asset under management increases, and revenue optimization aligned with organizational goals.
• Manage client relationships for retention and expansion, ensuring top-tier service, portfolio performance, and compliance with policies.

Key Qualifications

• 10+ years in wealth management or finance, with proven leadership in P&L responsibility and team development.
• Expertise in investments, risk assessment, regulatory standards, and market analysis; advanced degrees (MBA/CFA) often preferred.
• Strong skills in strategic planning, cross-functional collaboration, and business development for high-stakes environments.

Job Types: Full-time, Part-time, Contract, Permanent, New grad, Temporary, Internship
Contract length: 12 months

Pay: RO4.000 - RO6.000 per hour

Expected hours: No less than 20 per week

Work Location: In person