Managing Director, Head of Client Coverage

Rosencroft Capital Management; London; On-site; GBP 125,000 - 150,000; Full time

Job summary

An established industry player is seeking a dynamic Managing Director to lead Client Coverage. This exciting role involves driving client acquisition and retention for Ultra High Net Worth Individuals (UHNWIs) through a deep understanding of investments, banking, and financial planning. You will collaborate with a talented team to deliver high-touch services, ensuring exceptional client experiences. If you are a confident leader with a proven sales track record and a passion for building relationships, this opportunity is perfect for you to make a significant impact in the wealth management sector.

Qualifications

• Significant experience with Ultra High Net Worth Individuals (UHNWIs).
• Proven success in sales and client relationship management.

Responsibilities

• Prospect and acquire new clients while maintaining existing relationships.
• Coordinate with specialists to provide tailored wealth management solutions.

Skills

Client Acquisition

Sales Negotiation

Relationship Management

Investment Knowledge

Communication Skills

Education

Banking Qualifications

Financial Planning Qualifications

Investment Management Qualifications

Job description

Managing Director, Head of Client Coverage

Job Description

This is an exciting opportunity for you to join the Rosencroft Capital Management (“Rosencroft”, the “Firm”) team as a Managing Director and Head of Client Coverage. Initially conceived as a single-family office, the Firm has since expanded to offer boutique wealth management services to Ultra High Net Worth Individuals (“UHNWIs”) across discretionary portfolio management, advisory and reporting services. We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients. You will be working alongside a team of talented colleagues across Investment Management, Business Development and Middle Office to support you in delivering a high-touch service offering to our clients.

Job Summary

The Head of Client Coverage is the face of our business. The individual leads client acquisition and retention through a broad knowledge of investments, banking, structuring and financial planning. The role is further responsible for the client experience and engaging the Firm’s resources to deliver a complete wealth management solution. The role is based in London, UK.

Job Responsibilities

• The individual will be responsible for prospecting and acquiring new clients, working in close collaboration with the Head of Business Development.
• Maintain and further develop an existing book of business of consisting of UHNWIs.
• Responsible for sales and implementation of our core service offering.
• Leverage and coordinate specialists across Investment Management and Middle Office to provide best advice to our most complex clients.
• Manage each account to ensure that they are properly maintained and adhering to Rosencroft’s internal policies and procedures.
• Build and maintain trust with clients and effectively manage relationships.

Required Qualifications, Capabilities and Skills

• Significant prior experience of working with UHNWIs.
• Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.
• Excellent understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews and identification of wealth planning opportunities.
• Excellent communication skills, both written and oral.
• Strong relationship management and team building skills.
• Relevant Banking, Financial Planning and / or Investment Management Qualifications.
• Able to meet the fitness and proprietary standards set by the Financial Conduct Authority.

Rosencroft is committed to equal opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people.

About Us

Initially conceived as a single-family office, Rosencroft Capital Management is a boutique wealth management service provider to Ultra High Net Worth Individuals (“UHNWIs”), providing discretionary portfolio management, advisory and reporting services. Based in London, UK, the Firm leverages its team of specialists and its experience as a client itself to provide high-touch services to its clients, striving to build trusted, long-term partnerships to help our clients achieve their wealth objectives and provide reassurance through a bespoke service offering.

Seniority level

• Executive

Employment type

• Full-time

Job function

• Business Development and Sales
• Investment Management