Head of Wealth Management & Sales

About The Role

Our client is a fast-growing multi-asset investment platform. They are looking for a Head of Wealth Management & Sales.

Key Responsibilities

• Drive AUM growth through new client acquisition and expansion of existing client portfolios
• Develop and execute a sales strategy to grow the business and achieve revenue targets
• Manage and deepen relationships with HNWI/UHNWI and priority clients as a trusted advisor
• Build and scale a client-facing sales team, starting in a hands-on capacity
• Leverage networks and market opportunities to originate new business and increase client inflows

Key Qualifications

• 10+ years of experience in financial services sales, ideally in wealth management, private banking, or investment platforms
• Proven experience managing HNWI/UHNWI clients and handling significant AUM across a range of investment products.
• Strong client-facing and relationship management skills with a track record of revenue and asset growth
• Demonstrated ability to acquire new clients and grow AUM
• Good understanding of investment products across traditional and alternative asset classes (including crypto), with a commercial and entrepreneurial mindset