Head of Private Clients

Head of Wealth - London

Ref: 1672Tuesday 1 October 2024

Join Our Clients Team as Head of Private Clients - London

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

Requirements:

  • 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. 
  • 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!

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