The client is a well-established multi-family office focusing on delivering high-quality wealth management and advisory services. They are seeking a UK Senior Regional Wealth Lead to lead and build out the group's service coverage across the UK regions, with a focus on High Net Worth and Ultra High Net Worth clients. The successful applicant should have at least 10 years of experience in providing investment advice to sophisticated high net worth clients, excellent technical knowledge of investment management, and strong communication skills. The role offers a competitive salary package with revenue share and equity participation, as well as opportunities for professional development and networking.
The UK Senior Regional Wealth Lead will be responsible for leading the regional expansion of the multi-family office, building and managing a substantial client base. The ideal candidate should be a well-networked strategic thinker with a client-focused approach, and hold relevant qualifications such as an Advanced Diploma or Chartered/Certified Financial Planner. This role offers the opportunity to work in a positive and inclusive company culture that values teamwork, with the potential for professional growth and development. If you have experience in a client-facing business development and leadership role within the HNW/UHNW wealth management sector, we encourage you to apply for this exciting opportunity.