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UK Senior Regional Wealth Advisor
4 months ago
About Our Client
The client is a well-established, well regarded multi-family office, with a significant presence both locally and internationally. Their primary focus is on delivering high-quality wealth management and advisory services.
Job Description
Lead and Build out the group's service coverage across the UK regionsBuild, maintain and manage a substantial High Net Worth and Ultra High Net worth client base
The Successful Applicant
The UK Senior Regional Wealth Lead should have:
Proven experience in a client-facing business development and leadership role within the HNW/UHNW wealth management sector. At least 10 years of experience in providing investment advice to sophisticated high net worth private clients across the UK regional spaceDemonstrable ability to build, maintain and transfer a substantial High Net Worth and Ultra High Net worth client baseExcellent technical knowledge of investment management and/or financial planning Excellent communication skills essentialAdvanced Diploma (or be within one exam of it) or Chartered/Certified Financial Planner or Wealth Manager (Level 6/7)What's on Offer
A highly competitive salary package with revenue share and equity participationOpportunities for professional development and networkingResponsibility to lead the regional expansion of this well respected MFOA positive and inclusive company culture that values teamwork
If you are a well networked experienced strategic thinker and a client focussed professional, we encourage you to apply for this role as the UK Senior Regional Wealth lead.
