Responsibilities

• Develop, manage and grow a portfolio of HNW and UHNW clients in the UK market


• Identify and acquire new client relationships through personal networks, referrals and business development activities


• Provide tailored wealth management solutions aligned with clients’ financial goals, risk profiles and long-term objectives


• Build strong and lasting client relationships through proactive engagement and exceptional service


• Act as a trusted advisor and primary point of contact for clients


• Collaborate with investment specialists, wealth planners and other internal stakeholders to deliver integrated solutions


• Stay informed on market developments, investment opportunities and regulatory changes impacting UK clients


• Contribute to the growth of Lombard Odier’s UK franchise and achieve business development objectives

Quali...