Senior Private Client Manager - Growth Lead - Financial Services

£50k DOE

London with some travel to Kent office



Pearson Whiffin are delighted to be representing a market leading social enterprise in the search for a Senior Manager to lead a pivotal team within the Private Client side of their business.



This role is ideal for an experienced Financial Services professional with a Business Development background within the UHNW/Private client market, looking to step into a values led organisation to use their expertise within a commercially run business who contribute to society in a tangible way.



Duties include:

* In collaboration with colleagues contribute to the development of and then lead the growth strategies
* Identifying and contacting new business referrers
* Identifying priority market segments, ensuring that resources are allocated accordingly
* Proactive relationship management of business referrers
* Identifying opportunities for attendance at events, conferences and private sessions at relevant firms in order to grow reputation within the sector
* Development of existing accounts
* Establishment of partnerships, particularly with wealth managers
* Identify, grow and develop the HNW and UHNW client base and raise awareness of service offerings
* Direct responsibility for active management of a number of wealthy clients
* Extensive client management and account management duties with a view to growth
* Driving performance within the team
* Working with Head of Private Clients
* Proactive management of direct reports
* Developing outstanding relationships with all stakeholders



The right candidate will have/be:

* An experienced Financial Services professional with demonstrable Business Development experience in the UNHW/HNW market
* Knowledge and understanding of investments, donations and tax products and services
* A leader, able to influence, negotiate and make decisions
* A strategic thinker
* Impeccable interpersonal skills
* Ideally some experience and exposure to Philanthropic projects
* Flexible and reliable, with the ability to travel where necessary
* Experience developing relationships with tax advisory and wealth management businesses
* An interest in working for a values led organisation



This is a rare and exciting opportunity for a Senior Financial Services professional to join an unrivalled market leader within their field.



Please contact Emily Powell, Head of Business Support at Pearson Whiffin Recruitment directly on 01732 523525 / emily@pearsonwhiffin.co.uk or apply online for immediate consideration.



This role is being handled by Emily Powell, Head of Business Support for Pearson Whiffin Recruitment.