Managing Director - Wealth Manager, St James, London
A leading wealth management firm in St James, London, as Managing Director - Wealth Manager. Lead a team of experts, drive growth and deliver tailored investment strategies for HNW/UHNW clients.
JOB DESCRIPTION
· Develop and manage trusted, long-term relationships with U/HNW clients by offering bespoke access to private market opportunities and strategic capital solutions. An existing client book is expected.
· Collaborate closely with a seasoned team and internal specialists to deliver tailored advice across private investments, capital raising, corporate restructuring and integrated wealth planning.
· Grow the company's network and deal flow by leveraging your personal connections and entrepreneurial mindset, while contributing to a discreet, high-touch client experience that sets the firm apart from traditional private banks.
· Uphold the firm’s high ethical standards and regulatory discipline, ensuring client-centric outcomes are delivered transparently and in alignment with international compliance frameworks.
YOUR PROFILE
· Bachelor's degree (minimum).
· Minimum Level 4 qualified financial advisor.
· At least 7 years' experience in private banking or relationship management.
· Expertise in negotiation, business development and client acquisition.
· Outstanding relationship management skills.
· Enjoy working as part of a high-functioning team.
BENEFITS
· Market rate base salary with an enticing formula bonus system.
· Attractive pension, health Insurance plans and other benefits.
- Locations
- London
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