UK Senior Regional Wealth Advisor - Head of Regions

England Permanent
  • Lead the regional growth of a HNW focussed Multi-Family Office
  • Excellent package on offer with equity participation

About Our Client

The client is a well-established, well regarded multi-family office, with a significant presence both locally and internationally. Their primary focus is on delivering high-quality wealth management and advisory services.

Job Description

  • Lead and Build out the group's service coverage across the UK regions
  • Build, maintain and manage a substantial High Net Worth and Ultra High Net worth client base

The Successful Applicant

The UK Senior Regional Wealth Lead should have:

  • Proven experience in a client-facing business development and leadership role within the HNW/UHNW wealth management sector.
  • At least 10 years of experience in providing investment advice to sophisticated high net worth private clients across the UK regional space
  • Demonstrable ability to build, maintain and transfer a substantial High Net Worth and Ultra High Net worth client base
  • Excellent technical knowledge of investment management and/or financial planning
  • Excellent communication skills essential
  • Advanced Diploma (or be within one exam of it) or Chartered/Certified Financial Planner or Wealth Manager (Level 6/7)

What's on Offer

  • A highly competitive salary package with revenue share and equity participation
  • Opportunities for professional development and networking
  • Responsibility to lead the regional expansion of this well respected MFO
  • A positive and inclusive company culture that values teamwork



If you are a well networked experienced strategic thinker and a client focussed professional, we encourage you to apply for this role as the UK Senior Regional Wealth lead.

Contact
Philip Siddall
Quote job ref
JN-052024-6415438

Job summary

Function
Sales
Subsector
Sales Subsector
Industry
Financial Services
Location
England
Contract type
Permanent
Consultant name
Philip Siddall
Job reference
JN-052024-6415438

About Page Executive

Page Executive are inclusive Recruiters and Hirers, as reflected in our Clear Assured Platinum Standard Accreditation from the Clear Company. We are passionate about attracting diverse talent and are committed to ensuring our processes are inclusive and supportive.