Executive Director & Senior Client Partner

About the role

Individuals have implied authority to do what is necessary in carrying out their Responsibilities below, subject to the requirements of the Sources of Authority Framework including compliance with the Group Delegated Authorities Manual (including Financial authorities, Power of Attorney Policy and Group Authorised Signature Book).

What you'll do

• Drive profitable growth by acquiring, developing and servicing long-term relationships with HNW clients
• Accountable for the performance of individual’s and the cluster’s client book
• Develop and implement the business/sales plans for the cluster, including individual’s own book
• Deliver NNM, AUM, and revenue growth targets and key operating metrics for the cluster (such as tail accounts management, client acquisition, client satisfaction
• Generate healthy pipeline of target market prospects and convert them into clients

What you need

• Wealth management
• Reporting
• Compliance
• Risk management
• Sales
• Customer service
• Any graduate

Good to have

• Performance management