Park Executive have been engaged by our client who is growing their Private Wealth division.
We are seeking an exceptional private wealth leader with a background in trust and family office relationships. A proven track record in business development and generating income growth across multiple jurisdictions is essential for this role.
Key Responsibilities include:
- Income Growth: Create and implement the Private Wealth income growth strategy in consultation with key stakeholders. Drive sustainable revenue growth through proactive business development, maintaining and expanding relationships with new and existing clients.
- Leadership: Leading the service line team across all locations. This includes setting strategic direction, managing team performance, and ensuring the delivery of consistent, high-quality client services. Attracting, developing, retaining and improving the talent pool and developing succession plans where necessary. .
- Financial Management: Financial performance including full P&L responsibility of the service line. This includes budgeting, forecasting, financial reporting and meeting financial targets.
- Product and Operational Innovation: Driving innovation in the service line. This includes identifying and supporting the implementation of new products and the effective use of technology and design of processes to enhance service delivery with interaction with key stakeholders.
- Client Service: Ensuring consistently high levels of client satisfaction. This includes managing client relationships, resolving client issues, and ensuring the delivery of high-quality services.
- Operational Excellence: Ensuring operational efficiency, effectiveness and consistency. This includes overseeing the consistent implementation of best practices, process improvements, and technology solutions to enhance service delivery and client satisfaction and maintain operational KPIs in line with agreed targets.
- Risk Management and Governance: Managing operational, financial, and business risks. This includes ensuring compliance with regulatory requirements, implementing risk management strategies, and maintaining a strong control environment.