I’m working with a prestigious UHNW wealth manager looking to appoint a senior Portfolio Director as part of continued growth across the North.
This is a brilliant opportunity for a relationship-led investment professional/private banker who enjoys building long-term client relationships, originating new business and playing a visible role in regional growth.
The firm has an excellent reputation in the private client market, with the backing of a global investment group and access to deep investment resource, wealth planning, lending and family office capability.
This would suit someone who is commercially minded, ambitious and keen to make a genuine impact within a high-quality platform.
The role will involve:
- Building and developing relationships with HNW/UHNW clients, families, entrepreneurs and/or charities
- Originating new business through personal networks, professional introducers and client referrals
- Managing and growing a portfolio of private client relationships
- Working closely with investment, planning, lending and wider specialist teams
- Helping to strengthen the firm’s presence across the North
- Taking a proactive role in business development, events and regional market engagement
The ideal profile:
- Senior wealth management, investment management or private banking background
- Strong relationship management and client acquisition experience
- CISI Level 6/7 Qualified
- Proven ability to build trusted relationships with HNW/UHNW clients
- Well-connected across the North of England, ideally Manchester, Leeds, Liverpool, Cheshire or wider North West/Yorkshire
- Investment credibility and confidence discussing markets and portfolio solutions with clients
- Ambitious, entrepreneurial and comfortable developing new opportunities
This is not purely a “bring a book on day one” type opportunity. The firm is much more focused on someone with strong business development ability, a credible network and the appetite to build something meaningful over time.
A highly competitive package is available for the right individual, with flexibility depending on experience and track record.
If you’re a senior Relationship Manager, Investment Director, Wealth Manager or Private Banker who would be open to a confidential conversation, please get in touch
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