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Posted 10 months ago

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Head of Manchester and Northern Region - Multi-Family Office

ManchesterOn-site

AI Summary

Leads business development and client relationships for a multi-family office in Manchester, advising ultra-high-net-worth clients on investment management, financial planning, lending, and corporate advisory.

About this role

JOB DESCRIPTION

· Expand the firm’s business and market presence in the North of England and Manchester using your established, influential network. Enhance their reputation in private wealth management through their exclusive, high-end multi-family office services.

· Drive strategic client acquisition, building and maintaining strong, personalized relationships with ultra/high-net-worth clients. Help grow the firm by delivering a top-tier client experience.

· Offer customized advice, working with in-house specialists to provide integrated solutions in investment management, financial planning, lending, and corporate advisory, all aligned with clients' unique goals and risk profiles.

· Maintain strict adherence to regulatory and compliance standards, ensuring all practices are ethical, responsible, and align with both client expectations and international regulations.

YOUR PROFILE

· Bachelor's degree (minimum).

· Minimum Level 4 qualified financial advisor.

· At least 10 years' experience in private banking, wealth management or relationship management.

· Expertise in negotiation, business development and client acquisition.

· Outstanding relationship management skills.

· Enjoy working as part of a high-functioning team.

BENEFITS

· Attractive base salary with an enticing formula bonus system.

· Competitive pension, health Insurance plans, and other benefits.


Skills

Business DevelopmentClient AcquisitionCorporate AdvisoryFinancial PlanningInvestment ManagementLendingLevel 4 Financial AdvisorNegotiationPrivate BankingRegulatory ComplianceRelationship ManagementWealth Management

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