Summary

This director-level role develops new client business and grows existing relationships by providing wealth management advice and presenting investment, lending, cash, and trust solutions. It also leads and coaches a team. The role is based in the UK, with flexible working options supported.

Responsibilities

• Develop a client base through new client acquisition
• Maintain and expand existing client relationships
• Manage new business and team sales targets
• Present investment, lending, cash, and trust solutions
• Assess clients' financial and personal goals
• Refer clients to suitable internal specialists
• Coach team members and support professional growth
• Set goals and conduct performance reviews