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To take control and grow an existing book of UHNW Clients and develop 3rd party intermediary sources. Key aspects:
Develop and maintain trusting and long-standing business relationship with high net worth (HNW) clients to enable you to effectively advise them on complex products in all asset classes, wealth structuring, estate planning, retirement planning and protection
Create and implement comprehensive and compliant financial solutions for individuals, businesses, and organisations, utilising your knowledge of tax and investment strategies, securities, insurance, pension plans and tax efficient investment
Work with internal and external business partners to offer bespoke wealth management solutions
Identify and develop new business opportunities from existing clients, introducers and referrals as well as your own comprehensive business networks