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Are you an experienced Head of Wealth looking for a new opportunity? Our client, a leading financial planning and asset management boutique, is seeking a permanent Head of Private Clients to join their team in London. If you have a proven track record in this field and are ready to take on a new challenge, we want to hear from you!
Key Responsibilities:- Lead and manage the private client team to deliver exceptional service and achieve business objectives
- Be a player / manager, with current AUM you are managing.
- Provide strategic direction and guidance to support the growth of the Advisers on private client side of business
- Develop and maintain strong relationships with high-net-worth and UHNW clients
- Ensure compliance with regulatory requirements and company policies
- Prior experience as a Head of Wealth, Team lead or similar role
- Have an Advanced Diploma in Financial Planning, Chartered through CII preferred.
- Be current at providing Advice for clients, have AUM, preferably with a substantial following.Â
- Demonstrable leadership and people management skills
- Proven ability to drive business growth and meet targets
- Strong knowledge of wealth management products and services
- Excellent communication and interpersonal abilities
This is an exciting opportunity to make a significant impact and contribute to the continued success of the business, with opportunity to become the successor to CEO and founder. If you are ready to step into a leadership role and drive the private client business forward, we want to hear from you!
