Head of Private Client Services - Commercial

About the role

The Head of Private Client Services - Commercial is responsible for leading a team that provides high-level advisory services to private clients in the commercial sector. This individual will oversee strategic initiatives, manage client relationships, and ensure compliance with regulatory standards.

Responsibilities

• Oversee the development and implementation of strategic initiatives for the private client division.
• Manage and mentor a team of advisors to deliver exceptional service to private clients.
• Ensure all client interactions adhere to regulatory guidelines and company policies.
• Develop and maintain strong relationships with key clients and industry partners.
• Contribute to the overall growth and success of the private client division through innovative solutions and strategic planning.

Requirements

• Bachelor's degree in Business Administration, Finance, or a related field.
• At least 10 years of experience in financial services, with at least 5 years in a leadership role.
• Proven track record of successfully managing and growing a team.
• Strong understanding of private client services and regulatory requirements.
• Excellent interpersonal and communication skills.
• Ability to work independently and as part of a team.

Qualifications

• Experience in the commercial sector preferred.
• Knowledge of wealth management principles and practices.
• Experience with financial modeling and analysis.
• Proficiency in Microsoft Office Suite.

Skills

• Strategic thinking and problem-solving skills.
• Leadership and mentoring abilities.
• Effective communication and negotiation skills.
• Attention to detail and ability to meet deadlines.

Benefits

• Competitive salary and benefits package.
• Flexible working arrangements.
• Professional development opportunities.
• Collaborative and supportive work environment.

Pay

Commensurate with experience.

Schedule

Full-time position.