The role involves managing the Group CEO's personal and professional schedule while serving as the primary point of contact for internal and external stakeholders. Responsibilities include coordinating meetings, managing travel logistics, drafting correspondence, and overseeing special projects to support senior leadership.
The Private Client Advisor is responsible for generating new business through prospecting, networking, and managing a pipeline of high-net-worth clients. They will conduct consultative meetings, build strategic partnerships, and represent the firm to achieve revenue targets.
As a Private Client Advisor, you will establish and strengthen relationships with clients and intermediary partners while converting leads into client cases. You will provide exceptional customer service and expert advice on residency and citizenship planning.
