Our client is a premier, multi-award-winning international private bank and wealth management firm. Headquartered in a leading offshore jurisdiction with a global footprint spanning the UK and the Middle East, they deliver sophisticated wealth planning, boutique investment management, and bespoke banking solutions to a global clientele of high-net-worth individuals and corporate entities.
They have fostered a dynamic corporate culture built on a foundation of agility, continuous curiosity, robust collaboration, and a relentless focus on delivering exceptional client impact.
On behalf of our client, we are seeking an accomplished, high-caliber wealth management professional to manage and scale a high-value portfolio of High-Net-Worth (HNW) clients.
Operating as a senior individual contributor, the successful candidate will have full autonomy over their portfolio, driving asset growth and revenue generation within a highly regulated framework.
Key Responsibilities
- Relationship Management: Act as the primary relationship director for a dedicated portfolio of private clients (£1m+ segment), ensuring an elite standard of service across banking, fiduciary, credit, and investment solutions.
- Strategic Growth: Drive business development by originating new HNWI relationships, expanding existing wallet share, and leveraging professional networks and referrals to meet personal and regional targets.
- Compliant Advisory: Deliver holistic, suitable, and meticulously documented financial advice in strict alignment with internal governance and regulatory standards.
- Leadership & Collaboration: Provide direct line management, mentorship, and performance development to Wealth Advisers and Executives, while collaborating with internal specialists to solve complex client needs.
- Market Presence: Act as a brand ambassador in the market, enhancing the firm’s reputation through active networking and industry engagement.
Skills & Experience
- Private Banking Expertise: Extensive experience operating within a premium wealth management or private banking environment.
- HNW Track Record: Proven success in managing, advising, and retaining a portfolio of HNW individuals (£1m+ AUM tier).
- Commercial & Risk Acumen: Strong commercial drive balanced with a disciplined understanding of conduct risk, advice suitability, and regulatory frameworks.
Qualifications
- For Senior Level: Minimum RDR Level 6 compliant investment qualification (Essential).
- For Mid-Level: Minimum RDR Level 4 with a commitment to achieving Level 6 swiftly (Essential).
- Lending: CeMAP or an equivalent regulated lending qualification is highly desirable (or a willingness to obtain it).
- Full commitment to maintaining required CPD and regulatory standing.
Why Relocate to the Isle of Man?
This role offers the rare opportunity to elevate your career while drastically improving your quality of life. Located in the Irish Sea, the Isle of Man is a self-governing British Crown Dependency and a thriving global financial hub.
The Lifestyle & Financial Advantages:
- Favourable Tax Regime: Enjoy significantly lower personal taxation including a lower top rate of income tax, no capital gains tax, and no inheritance tax.
- The Commute: Trade the crowded commute for a stress-free commute. Most commutes on the island are under 20 minutes, giving you hours of your day back.
- Safety & Community: Consistently ranked as one of the safest places to live in the British Isles, offering an exceptional environment to raise a family with excellent schools and healthcare.
- Natural Beauty: A UNESCO Biosphere, the island boasts stunning coastlines, rugged landscapes, and outdoor activities right on your doorstep .
- Seamlessly Connected: Only a short, direct flight away from a variety of Uk and Irish airports, making it easy to maintain your professional and personal networks in the city.
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