Senior Wealth Management Professional

4 weeks ago


St Peter Port, United Kingdom AP Group Ltd Full time

About the Role:
AP Group Ltd is seeking a highly skilled and experienced Senior Wealth Management Professional to join our team. As a Private Wealth Manager, 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 the team
• Mentor team members in their roles
• Develop and maintain long-term relationships with clients
• Work alongside the Director to develop strategies to meet client needs

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
• Willingness to get involved in the development of new markets
• Knowledge of compliance requirements and regulatory framework

What We Offer:
AP Group Ltd is a leading provider of trust corporate and fiduciary solutions. We offer a dynamic and supportive work environment, competitive salary and benefits package, and opportunities for professional growth and development.



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