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.

Philip Siddall
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Job summary

Sales Subsector
Financial Services
Contract type
Consultant name
Philip Siddall
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