The Managing Director sits within a successful existing global Multi-Family Office based in Mayfair, London. They have around ยฃ15bn Assets Under Management globally as well as offering discretionary wealth management services, corporate finance and mortgage capabilities in house.
The Managing Director will:
- Act as trusted advisor to UHNW/HNW clients providing bespoke wealth management services.
- Help in growing a team of Relationship Managers.
- Maintain existing client relationships with HNW/UHNW individuals.
- Be expected to maintain their own relationships with UHNW/HNW individuals and develop new relationships.
- Help manage a small existing team.
- Have strong interpersonal skills and the ability to work effectively in a dynamic team environment.
Experience
- 15+ years' experience in Private Banking or Wealth Management.
- A transferable book of HNW/UHNW clients is essential.
- An understanding of UK regulations and compliance so CISI Level 4 or above is preferential.
- Managerial experience is advantageous.
- Previously worked in Wealth Management for a Private Bank, Family Office or investment firm.