Executive Director – Family Office

Global Family office which has been established for over a decade, focusing purely on sophisticated UHNW Families and institutions, has offices located across the world are currently looking at expanding their London based operation.

They are looking at capitalizing on the client dissatisfaction towards large banking institutions and offer their highly tailored service.

They are looking at recruiting Private Banker/Wealth Managers that are confident in their client relationships and committed to developing a book of Assets within a Family Office, offering their clients access to their institutional investment skills.

Successful candidates must have a wealth of experience working for a Private Bank, Wealth Manager, or Family Office servicing UHNW individuals, UHNW Families and small institutions. You must have experience with clients that invest a minimum of £10m.

You will operate under a client centric approach and must demonstrate high levels of customer service and loyalty. You will tailor your service to your clients and have access to a market leading platform and a team of experts covering all your clients’ needs.

Working in a smaller institution you must be confident in your ability to grow a book of assets over a short to medium time frame.  You must be able to demonstrate this with a credible 3 year business plan.

January 29, 2013 • Posted in: General

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