Private Client Advisory Director

4 weeks ago


Bristol, Bristol, United Kingdom Motus Full time
Job Title: Private Client Advisory Director

About Be-IT Ltd:

Be-IT Ltd is a leading private wealth management firm acting for high-net-worth clients. Our team provides commercial solutions on tax, trust, and estate planning situations.


Salary Range: £80,000 - £120,000 per annum

Key Responsibilities:

As a key hire, you will contribute to the firm's strategic direction and success by growing our private client advisory offering from the Bristol office. You will join a dynamic team that values collaboration, innovation, and excellence.

Your primary responsibilities include managing a diverse range of high-net-worth clients, providing commercial solutions on tax, trust, and estate planning situations.

  • Fundamental Responsibilities:
    • Contribute to the firm's strategic direction and success
    • Grow our private client advisory offering from the Bristol office

You will work closely with colleagues to identify opportunities for growth and develop innovative solutions to meet clients' needs.

To be successful in this role, you will need strong communication and interpersonal skills, as well as the ability to think strategically and work collaboratively within a team environment.



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