Private Investment Office

Description:

Are you a seasoned wealth management professional driven by a passion for fostering relationships and propelling business growth? If so, an exceptional opportunity beckons you to join a distinguished asset manager and wealth advisor, wielding authority over an impressive portfolio of nearly six billion in assets under management.

Our client's reputation radiates excellence. With a core focus on private clients and families, they excel in serving UK high net worth individuals domiciled and non-domiciled. Our client's unwavering dedication to excellence shines as they address intricate needs, skilfully aligning risk with wealth management objectives.

Your Role; As a Senior member of the Private Investment Office Desk, you will play a pivotal role in managing a number of private client portfolios.

Business Development: Foster perpetual growth and development for UHNWI, tending to all their multifaceted financial requirements.

Collaborate with the internal Private Investment Office desk to seamlessly merge risk and wealth management strategies.

You must also be able to demonstrate in your current role a proven track record in generating new business and expanding your UHNWI client portfolio. (natural business developer with a can do attitude)

Your Qualifications and Essence:

Command extensive wealth management and advisory services experience, substantiated by a proven track record of enriching UHNWI partnerships.

Possess a sales persona that's driven to hunt success, augmented by a can-do attitude that fuels existing and new client development.

Boast a solid foundation of qualifications, including the Investment Management Certificate, Diploma in Financial Planning, and other pertinent credentials.

Join Our Clients Vision: As a credible wealth manager, they are committed to fostering an environment that celebrates expertise, innovation, and collaborative excellence. As a distinguished senior team member, you will hold the reins to shape the future of private client investment strategies while working alongside the industry's most accomplished professionals.