Head, High Value Client Management at Workforce Group

Job Title: Head, High Value Client Management

Job Summary

• Are you a seasoned wealth management leader with a passion for delivering exceptional service to High Net-Worth and Ultra High Net-Worth clients?
• A leading financial institution is looking for a strategic and dynamic Head of High Value Client Management to drive group-wide growth, deepen premium client relationships, and lead a team of advisors delivering world-class wealth solutions.

What You’ll Do

• Develop and lead strategies to grow the HNW/UHNW client segment across multiple business lines.
• Drive asset growth, revenue expansion, and client retention across subsidiaries.
• Deliver tailored investment, estate planning, and wealth structuring solutions.
• Lead, coach, and empower a high-performing advisory team.
• Foster a culture of excellence, cross-selling, and enterprise collaboration.
• Ensure risk management, compliance, and governance standards are upheld.

What We’re Looking For

• 15+ years in financial services, with strong leadership experience in private wealth or relationship management.
• Proven success managing HNW/UHNW portfolios and growing AUM.
• Strategic thinker with strong commercial acumen and cross-functional leadership experience.
• Professional certifications such as CFA, CFP, or CISI are a strong advantage.
• Deep understanding of investment markets, estate planning, and client engagement.

Application Instructions:

The application deadline is 7th August, 2025. Therefore, qualified and interested candidates can “CLICK HERE TO SUBMIT APPLICATION.” It is important to visit the official website (link found below) for detailed information on how to apply successfully for this vacancy.

Website:
Official Job Website: https://workforcegroup.com/