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Senior Private Client Manager - Service Lead - Financial Services

£50k DOE

Kent/London (travel between)

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 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 service implementation strategy including use of CRM, work-flow and management of complex tasks
  • Drive, co-ordinate and ensure delivery of service excellence across the team to ensure highest standards of client services
  • 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
  • Developing new relationships where possible
  • 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 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.

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