Head, Business Development (Wealth Management) at United Capital Plc

Overview

• The Head of Business Development is responsible for maximizing client engagement by assessing, understanding, and identifying clients’ investment and wealth management needs and providing or arranging a wide array of wealth advice.
• The Head BD coordinates the overall client strategy in close partnership with other professionals on the team to meet the investments, trust, risk management and planning needs of the client.

Key Responsibilities
Client Acquisition & Relationship Management:

• Lead client coverage for the affluent and HNI segment
• Expand and deepen client relationships through proactive portfolio monitoring and engagement.
• Drive new asset acquisition from both existing and prospective clients.

Investment Advisory & Wealth Planning:

• Translate client financial objectives into bespoke investment and wealth planning solutions across tax, legal, and estate planning.
• Provide high-level consultative financial advice across the full range of investment products and services.
• Conduct investment reviews with clients to validate objectives and recommend appropriate investment products.
• Advise clients on their overall balance sheet including asset allocation, investment management, wealth planning, and credit needs.
• Ensure proposed solutions address clients’ needs across short, medium, and long-term horizons through a holistic, goals-based planning approach.
• Drive investment communication and thought leadership to clients across relevant market developments.

Regulatory, Risk & Governance:

• Ensure strict adherence to all risk, control, regulatory, and compliance requirements across all client engagements.

Qualifications & Experience

• Minimum of 12 years’ direct sales experience in the Wealth Management sector
• Relevant professional qualifications (e.g. CFA, ACS, ACIBN) will be an added advantage
• Demonstrated track record of consistent revenue growth, client acquisition, and overachievement within the affluent and HNI segment.
• Strong established relationships across the Wealth Management industry with proven success engaging both financial and non-financial clients.
• Demonstrated leadership capability with the ability to inspire, motivate, and deliver through teams.
• Exceptional communication, presentation, and stakeholder engagement skills

Knowledge, Skills & Attributes:

• Deep expertise in wealth management, investment advisory, and portfolio planning.
• Strong understanding of equity and fixed income markets, alternative investments, private equity, and real estate.
• Proven ability to originate and grow high-value client relationships within the affluent and HNI segment.
• Strong commercial judgement with a demonstrated track record of sales success and business development.
• Excellent stakeholder management, negotiation, and presentation skills.
• Strong organisational discipline with a structured and methodical approach to client and portfolio management.
• Analytical ability to translate client financial situations into appropriate wealth and investment solutions.
• High ethical standards, strong governance mindset, and unwavering attention to detail.
• Energetic and entrepreneurial business builder with the drive to excel in a competitive market.