Summary

This senior wealth management role focuses on acquiring new clients, growing a personal client bank, and managing high-net-worth relationships in the UK. The role also provides coaching and mentoring to wealth consultants while advising clients on investments and financial goals.

Responsibilities

• Identify and pursue new business opportunities
• Build and grow a personal client bank
• Manage high-net-worth client relationships
• Provide investment guidance and ongoing client support
• Coach and mentor wealth consultants
• Monitor investment products and regulatory changes
• Maintain compliance with regulatory requirements