• Private Client, UHNW, Family Office, Wealth Management, Private Banking
• UK Wealth Manager, South East, UK, UK Private Bank

About Our Client

Tier 1 Private Bank providing tailored institutional wealth management services for families and their offices globally

Job Description

Your primary responsibility is to manage a portfolio of ultra high net worth clients and their family offices, who are typically internationally located, multi-generational groups with diverse financial needs. You will be responsible for building strong, long-term relationships with these entities, understanding their unique financial goals, and developing customised investment strategies that align with their objectives. Your role will involve providing comprehensive financial advice and guidance, including estate planning, tax planning, philanthropic initiatives, and other wealth management services. You will work closely with internal and external partners to execute bespoke investment strategies, monitor portfolio performance, and ensure that clients receive exceptional service and support.

The Successful Applicant

The successful candidate will consistently demonstrate expertise and experience of operating in the highest level of wealth management and strategic investment solutions. You will be client-focused, able to build strong relationships with clients and understand their unique needs and goals. You will be proactive in identifying opportunities to enhance the client's financial well-being, while managing risk effectively. You will be knowledgeable about the market and adept at developing and executing investment strategies that align with the client's objectives. An excellent communicator and collaborator, working closely with clients, colleagues, and external partners to deliver exceptional service and results. You will have a strong work ethic, attention to detail, and a commitment to continuous learning and development.

What's on Offer

Excellent compensation package