Scope & Accountability

• Responsibility for a defined portfolio of client relationships

• Accountability for client service, retention, and commercial performance against agreed targets

• Responsibility for operating within agreed risk, governance, and regulatory parameters

• Contribution to team culture, collaboration, and shared success

• Commitment to personal development and supporting the development of others

Key Responsibilities

 Growth & Commercial Leadership

• Deliver agreed targets across net new assets, revenue growth, and client profitability metrics

• Drive revenue growth through deep client relationships, proactive opportunity identification, and a clear business development plan

• Originate and convert high-quality opportunities, including complex or strategic mandates

• Act as a trusted referral partner across the firm, generating and receiving meaningful internal and external referrals

 Client Leadership & Experience

• Set the standard for exceptional client service and long-term retention

• Build trusted, multi-generational relationships with key clients, families, and influencers

• Demonstrate a clear understanding and application of the firm’s strategies and offerings to ensure suitability and alignment with clients’ long-term financial objectives

• Lead collaborative client solutions, drawing on specialist and investment expertise as appropriate

• Support next-generation planning and longer-term relationship continuity where relevant to client needs

  People, Leadership & Role Modelling

• Demonstrate visible leadership through behaviour, professionalism, sound judgement, and accountability

• Act as a role model for client focus, collaboration, and ethical decision-making

• Support, coach, and help develop others, including Portfolio Managers, Assistant/Associate Portfolio Managers, and Client Services Executives

• Invest in personal development, seek regular feedback, and contribute to a high-performance culture

• Contribute thought leadership internally and represent the firm credibly in appropriate external forums

 Operational & Platform Excellence

• Ensure portfolios are managed in a commercially sustainable and profitable manner, within the parameters and controls available to the role

• Ensure effective use of the firm’s platform, including appropriate delegation and oversight of portfolios where relevant

• Champion scalable, innovative, and efficient ways of working that support long-term client and business outcomes

• Use data, insight, and digital tools to support effective decision-making and improved client outcomes

 Risk, Governance & Professional Standards

• Maintain a strong risk culture with disciplined client and portfolio oversight

• Ensure KYC, client documentation, suitability assessments, and ongoing reviews are completed to a high standard

• Manage high-risk exposures appropriately within the portfolio of client relationships and underlying client portfolios

• Comply fully with all firm, divisional, regulatory, and, where applicable, SMCR responsibilities relevant to the role

• Complete mandatory training on time and maintain high professional and conduct standards

Key Relationships

• Clients and family groups within the assigned portfolio of client relationships

• Portfolio Managers, Assistant/Associate Portfolio Managers, Client Services Executives, Team Managers, and Team Heads

• Investment, Planning, and specialist partners

• Risk, Compliance, and operational colleagues

What Success Looks Like

• A well-managed and commercially sustainable portfolio of client relationships, delivered within agreed targets and risk parameters

• High client satisfaction and strong long-term retention

• Trusted partnerships across the firm and a strong contribution to referrals and collaboration

• Strong risk and governance outcomes with no avoidable issues

• Recognition as a senior role model who develops others and contributes positively to team culture

We Recognise Potential, Whoever You Are

Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.