Private Wealth Growth & Partnerships Lead

Alexander Daniels; Jersey Marine; On-site; GBP 45,000 - 65,000; Full time

Job summary

Alexander Daniels is seeking a commercially focused professional to support the growth of its established Private Wealth team. You will work with clients, intermediaries and advisers to strengthen relationships, identify opportunities and contribute to revenue growth while delivering exceptional service.

The role offers exposure to high-value client relationships across multiple service lines, with a collaborative culture and opportunities for long-term career progression.

Qualifications

• Experience in private wealth, trust, fiduciary, family office, banking, wealth management or related financial services environment.
• Proven business development, relationship management or client-facing commercial experience.
• Strong commercial awareness with ability to identify growth opportunities.
• Excellent communication, networking and stakeholder management skills.
• Understanding of regulatory and governance requirements within financial services.
• Professional, organized and collaborative with strong attention to detail.

Responsibilities

• Build and maintain relationships with clients, intermediaries and professional advisers.
• Support new business generation and contribute towards growth and revenue targets.
• Identify cross-selling and referral opportunities across multiple service lines.
• Produce commercial insights and support account planning and business development activities.
• Attend client meetings, networking events and industry functions to develop business opportunities.
• Work with internal stakeholders to understand client needs and deliver tailored solutions.
• Maintain CRM records and support relationship management initiatives.
• Ensure activities are conducted in line with regulatory, risk and governance requirements.

Skills

Relationship management

Business development

Commercial awareness

Communication skills

Regulatory & governance knowledge

Attention to detail

Job description

Alexander Daniels is seeking a commercially focused professional to support the growth of its established Private Wealth team. You will work with clients, intermediaries and advisers to strengthen relationships, identify opportunities and contribute to revenue growth while delivering exceptional service.

The role offers exposure to high-value client relationships across multiple service lines, with a collaborative culture and opportunities for long-term career progression.