Summary

This director role manages a defined portfolio of family office and wealthy-family relationships, with responsibility for client service, retention, and commercial growth. The role is based at the London office; flexible working arrangements may be considered.

Responsibilities

• Manage a defined portfolio of family office clients
• Deliver agreed asset, revenue, and profitability targets
• Originate opportunities and generate internal referrals
• Build multigenerational client and family relationships
• Coordinate specialist investment and wealth solutions
• Oversee client documentation, KYC, and periodic reviews
• Coach colleagues and contribute to team development