Head of Private Clients

Head of Wealth - London

Ref: 1672Tuesday 1 October 2024

Sorry, this advert is now closed. Click here to view our live vacancies.

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!

Cookies on this website
We to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.