We are seeking a Director ranking candidate with an existing client base - UK or AU market. You will work closely with clients to develop comprehensive financial plans and strategies.
Key Responsibilities:
Develop and implement personalized financial plans for a diverse client portfolio.
Manage and deepen relationships with existing clients.
Drive business development to grow your client base.
skills and experience required
>10 years of experience with a proven track record in wealth management, wealth planning, relationship management, or private banking.
Strong understanding of investment products, wealth management strategies, and financial markets.
Exceptional interpersonal and communication skills.
Familiarity with specialized areas such as tax, estate planning, and insurance structuring.
To apply online please use the 'apply' function
(EA: 94C3609/ R21103354 )