Summary

This director-level wealth manager role develops new client business and grows existing relationships with private clients, including professionals, business owners, entrepreneurs, and charities. The role also leads and coaches a team and is based at the Cardiff office.

Responsibilities

• Develop new client relationships through prospect networks
• Grow existing client relationships and assets
• Manage new business and team sales targets
• Present investment, lending, cash, and trust solutions
• Coordinate specialist referrals across wealth management
• Coach team members and oversee performance reviews
• Guide clients through the wealth advice journey