A successful wealth management organisation with offices in Paris, UK and Luxembourg, supports its clients through every stage of their wealth management with teams comprised of wealth management professionals who have acquired genuine expertise over the years, particularly in asset management, financing, and corporate advisory. Our client is now looking to enhance its teams in all three jurisdictions in which it operates from.
Bringing these professionals together in a one-stop shop allows provides its clients with a truly comprehensive service, offering them a holistic view of their wealth and support in decision-making.
Reporting to the Head of Wealth Management you will be responsible for managing and developing a portfolio of individual and/or professional clients, with the primary objectives of increasing assets under management (AUM’s) and revenues. Identifying, approaching, and developing a network of key influencers and strategic partners to support growth whilst actively participating in promoting our client’s brand image and its positioning as a leading wealth management firm. Proposing personalised solutions tailored to clients’ specific needs, highlighting service offerings. Contributing to facilitating synergy between departments and actively participating in the successful execution of client files, ensuring strict adherence to regulatory compliance, while also ensuring profitability guidelines.
If you have a relevant financial services degree and proven experience in private banking or wealth management with at least 2 to 5 years experience, we would like to hear from you.
If you believe you have the necessary skills to meet our client’s discerning requirements and are eager to seize this exciting opportunity, please email your current CV with any relevant information tovanessa.raine@ap-executive.com
AP Group is acting as an introductory service in relation to this vacancy. By submitting your CV for consideration, you are consenting to its retention for the purpose of securing you work. Any information you provide to AP Group and its subsidiaries will be subject to the protection of Data Protection Laws, our policy for which can be found at https://www.apgroupglobal.com/privacy-notice/
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