Senior Wealth Management Professional
4 weeks ago
About the Role:
AP Group Ltd is seeking a highly skilled and experienced Senior Wealth Management Professional to join our team. As a key member of our Private Wealth department, you will be responsible for providing technical and managerial support to your 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 your team, including mentoring and coaching.
- Develop and implement strategies to meet the needs of clients and their entities.
- Work closely with the Director to develop financial and investment awareness, and assist in the development of strategies to meet client needs.
- Have a minimum of 10 years' industry experience, with comprehensive knowledge of offshore fiduciary services and financial markets.
- Have a proven track record in client relationship management, with previous exposure to marketing and business development initiatives.
- Be familiar with compliance requirements and the regulatory framework within which the company operates.
Requirements:
- Minimum 10 years' industry experience.
- Comprehensive knowledge of offshore fiduciary services and financial markets.
- Proven track record in client relationship management.
- Previous exposure to marketing and business development initiatives.
- Familiarity with compliance requirements and the regulatory framework.
What We Offer:
- A competitive salary and benefits package.
- The opportunity to work with a leading provider of trust, corporate, and fiduciary solutions.
- A dynamic and supportive work environment.
How to Apply:
Please submit your CV and a covering letter to [insert contact information].
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