Provide high net worth and ultra high net worth clients across East Africa with comprehensive, product-agnostic relationship management, exceptional service and trusted advice relating to their long-term wealth, investment, estate and offshore planning needs.
Locations (4)
Saint-Helier, United Kingdom
United Kingdom
London, England, United Kingdom
South Africa
Responsibilities
Build and deepen relationships with high-net-worth clients.
Acquire new wealth clients and grow assets and revenue through cross-selling onshore and offshore products.
Provide expert advice on investments, wealth structuring, estate planning, and offshore solutions.
Work closely with lawyers, accountants, family offices, property professionals, and other advisers to deliver client solutions.
Host client events and present wealth management offerings to prospective and existing clients.
Requirements
Post Graduate Diploma in Business Commerce or similar studies