Senior Wealth Management Professional

2 weeks ago

St Peter Port, United Kingdom AP Group Ltd Full time

Job Summary:

AP Group Ltd, a leading provider of trust, corporate, and fiduciary solutions, is seeking a highly experienced Private Wealth Manager to join our team. As a key member of our management team, you will be responsible for providing technical and managerial support to our team, mentoring them in their roles, and encouraging staff to develop long-term relationships with profitable clients.

Key Responsibilities:

  • Provide technical and managerial support to the team, including mentoring and coaching to ensure high-quality service delivery.
  • Develop and implement strategies to meet the needs of clients and their entities, working closely with the Director and other stakeholders.
  • Utilize financial and investment awareness to assist in developing appropriate strategies for clients.
  • Collaborate with the Director to drive business growth and development, including identifying new market opportunities and implementing marketing and business development initiatives.
  • Ensure compliance with regulatory requirements and maintain a thorough understanding of the regulatory framework within which the company operates.
  • Contribute to the development of new markets and business opportunities, working closely with the Director and other team members.

Requirements:

  • Minimum 10 years' industry experience in fiduciary services, financial markets, and client relationship management.
  • Comprehensive knowledge of offshore fiduciary services and financial markets.
  • Proven track record in client relationship management and business development.
  • Previous experience in marketing and business development initiatives.
  • Strong understanding of compliance requirements and regulatory frameworks.
  • Ability to work in a fast-paced environment and adapt to changing priorities.

What We Offer:

AP Group Ltd offers a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced professional looking to join a dynamic team, please submit your application, including your current CV and any relevant information.

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