Alan & Grant, is a Human Resources and Business Advisory firm. By combining creative and strategic minds, we co-create relevant and impactful solutions to our clients.
...additionally, we are developing capabilities to create and manage a portfolio of HR & Enterprise Products aimed at enhancing employee performance, business agility and overall pr...
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Our client is seeking a Head of High Value (HVC) Client Management to lead the strategy, growth, and performance of the HVC segment across all ARM subsidiaries.
This role is responsible for managing relationships with High Net Worth (HNW), Ultra High Net Worth (UHNW) clients, and Family Offices.
The ideal candidate will drive asset and revenue growth while delivering tailored solutions in financial planning, private wealth management, securities brokerage, and estate planning.
Strong leadership skills and a proven track record of serving high-value clients are essential for success in this role.
Key Responsibilities
Set and Lead HVC Strategy: Develop and execute a unified strategy to grow the HVC segment, ensuring alignment with the group’s overall sales goals.
Client Experience Leadership: Design tailored engagement strategies for HNW/UHNW clients and Family Offices, ensuring seamless and valuable client experiences across all business lines.
Drive Growth: Lead efforts to increase assets under management (AUM), boost revenue, and improve client retention through acquisition, cross-selling, and deeper client relationships.
Build a Strong HVC Team: Lead a high-performing advisory team, set clear performance targets, drive internal training, and promote a culture of accountability and client-focus.
Own HVC P&L: Manage revenue growth, control costs, and ensure strong financial performance across the HVC portfolio.
Customized Wealth Solutions: Work with product specialists to deliver personalized investment portfolios, estate plans, trusts, and succession strategies aligned with client goals.
Market & Portfolio Insights: Stay informed on market trends, share insights, and guide both clients and team members with expert recommendations.
Risk & Compliance Oversight: Ensure all client activities meet regulatory standards, manage portfolio risks, and maintain accurate documentation. Collaborate closely with legal and risk teams to uphold strong governance.
Requirements
Bachelor’s degree in finance, Business Administration, Economics, or a related field. A master’s degree or relevant professional certification (e.g., CFA, CISI, CFP) is preferred.
15+ years of experience in private wealth management or financial services, including at least 5 years in a senior client-facing or leadership role.
Demonstrated success in managing HNW relationships and delivering integrated financial solutions.
Experience working across multiple business lines or within a group structure is an advantage.
Strong knowledge of financial markets and investment products.
Excellent communication, negotiation, and presentation skills.
High ethical standards and a commitment to maintaining client confidentiality.
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