Key responsibilities
- Deliver world class standards of client service and professionalism.
- Build and maintain effective relationships with clients, intermediaries and professional advisers.
- Support the generation of suitable new business opportunities across the Private Wealth business.
- Deliver against agreed revenue targets, with a focus on approximately 30% new business and 70% referral and retention revenue.
- Drive cross-selling and cross-referral opportunities across the VG service offering, including Private Wealth, Corporate Services, Funds and Capital Markets.
- Support positive client outcomes whilst protecting VG's reputation.
- Act as an ambassador for VG and its values.
Business Development and Relationship Management
- Support quarterly business reviews and annual sales planning with the Chief Commercial Officer and Senior Director, Private Wealth.
- Produce commercial analysis and account insights ahead of each quarterly business review.
- Generate qualified opportunities from both new and existing clients.
- Record opportunities in the CRM within 48 hours of client or intermediary meetings.
- Identify client needs and work with internal stakeholders to introduce appropriate solutions.
- Support account planning and client development activities.
- Represent VG at client meetings, networking events and industry functions.
Client Engagement
- Work with Client Directors and Relationship Managers to understand client objectives.
- Assist in developing solutions that meet client requirements.
- Maintain regular contact with clients, intermediaries and professional advisers.
- Promote high standards of client service and professionalism in all interactions.
Risk, Compliance & Governance
- Conduct all activities in accordance with VG policies and applicable regulatory requirements.
- Maintain awareness of AML/CFT, risk management and client due diligence obligations.
- Escalate risks, conflicts, complaints or regulatory concerns in line with internal procedures.
- Support adherence to applicable regulatory and governance requirements.
Experience & Qualifications
- Demonstrable experience within Private Wealth, fiduciary, trust, family office, banking or wealth management services.
- Demonstrable experience in business development, relationship management or a client-facing commercial role.
- Demonstrable understanding of the regulatory environment relevant to fiduciary and Private Wealth services.
- Relevant professional qualification, or commitment to ongoing professional development, desirable.
Skills & Behaviours
- Strong communication and relationship management skills.
- Commercial awareness combined with a client-focused approach.
- Professional, ethical and trustworthy.
- Organised, collaborative and attentive to detail.
- Demonstrates sound judgement and integrity.
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