Job Purpose
The role holder is responsible for managing, maintaining and growing a portfolio of private clients and entities. Leading with advice to create long term, commercially rewarding relationships investing in the Discretionary Managed Portfolio Strategies, self-invested custody, lending solutions and supporting banking needs.
Skills and Experience
- Track record of providing financial advice to high-net-worth clients in a regulated environment.
- Demonstrable success in building and maintaining trusted client relationships and achieving client growth and retention targets.
- Strong knowledge of investment products, lending solutions, wealth planning principles, and financial markets.
- Experience of managing a portfolio of clients with a holistic understanding of both onshore and international wealth structuring considerations is desirable.
- Level 6 RDR qual.