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Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed (AIM: KWG) international fully integrated wealth management group, with around 16,000 active clients and circa £4.8 billion of assets under advice and management.
We are seeking a proven individual to spearhead our High Net Worth business. This is a key client-facing role with responsibility for the high net worth client segment within the Kingswood Group. The role manages approximately 30 clients with relationships of more than £1m.
The successful candidate will initially inherit and manage a book of HNW clients and longer-term source new clients via their own network, as well as Kingswood's business development team and grow this segment into a significant profit-centre for the group.
Candidates will have a minimum of 15 years' experience and a strong track record of delivering superior investment management performance in the HNW segment. A strong knowledge of collective investment vehicles and alternative assets is also required as is wealth planning experience. The successful candidate will hold a relevant industry qualification, preferably at Chartered level.
This is a critical role in a company that is going through a significant period of growth and change in terms of ownership, management and profitability.