Are you a seasoned wealth management professional with a passion for building relationships and driving business growth? Join a renowned asset manager and wealth advisor, overseeing an impressive portfolio of nearly six billion in assets. Our client excels in serving UK high net worth individuals, demonstrating unwavering dedication to excellence.
Your Role: As a Senior member of the Private Investment Office Desk, you'll play a crucial role in managing private client portfolios.
Business Development: Drive perpetual growth for HNWI by addressing their diverse financial needs. Collaborate with the internal Private Investment Office desk to align risk and wealth management strategies.
Qualifications and Essence: Demonstrate extensive wealth management experience with a proven track record of enhancing HNWI partnerships. Possess a driven sales persona and a can-do attitude for client development. Hold relevant qualifications such as the Investment Management Certificate and Diploma in Financial Planning.
Join Our Clients' Vision: Shape the future of private client investment strategies as a senior team member. Experience an environment that celebrates expertise, innovation, and collaborative excellence.
If you're an accomplished professional ready to take your career to the next level, apply now.