Key accountabilities/Deliverables/Outcomes

New Business Strategy – Time Split 80%

Client Acquisition & Introductions

• Identify, engage, and introduce HNW and UHNW prospects aligned to our Affluent, Premier, and Wealth portfolios.
• Proactively leverage personal brand, networks, and industry relationships to generate high-value leads.
• Deeply understand client needs and ensure seamless referral to internal relationship managers and partners.

Market Intelligence & Ecosystem Mapping

• Maintain a pulse on the local and regional HNI ecosystem including entrepreneurs, C-suite executives, family businesses, diaspora clients, and influential community leaders.
• Provide insights on market shifts, emerging client opportunities, and competitive developments.

Strategic Partnerships

• Build relationships with key industry players (law firms, real estate developers, consultants, investment advisors, family offices, art dealers, clubs, associations, etc.) to drive a consistent pipeline.
• Identify and nurture centres of influence that can generate long-term client value.

Compliance & Relationship Handover

• Ensure all introductions meet the institution’s compliance, due diligence, and suitability requirements.
• Facilitate smooth handovers to relationship managers and ensure clients receive exceptional onboarding support.
• Always uphold brand integrity and the organisation’s ethical standards.

Customer Experience – Time Split 10%

Brand Representation & Thought Leadership

• Act as a trusted brand ambassador for the organisation in high-profile circles.
• Represent the business at premium events, networks, clubs, industry forums, charity galas, and private investor gatherings.
• Position the brand as the preferred partner for HNWIs seeking banking, investment, and lifestyle solutions

Governance and Control – Time Split 10%

• Ensure conformity with global and market standards of client services, regulatory compliance, KYC, product delivery and operating model. Ensuring that all actions are in line with procedures according to the Front Office manual.
• Provides accurate/timely preparation of file notes, client letters and other client documentation (e.g., marketing material) for all client meetings and follow-up as required; Act as focal point for clients dealing with day-to-day administration across the range of services and products.

Role/person specification

Qualifications

• Bachelor’s degree from a recognized university

Experience

• 10+ years of experience in high-end relationship management, business development, wealth consulting, private banking, luxury sales, or related fields.
• Deep relationships and a significant network within HNI/UHNW communities.
• Recognised and trusted figure in business, investment, lifestyle, or entrepreneurial circles.
• Strong understanding of affluent client needs, wealth management solutions, and financial products (preferred).
• Demonstrated ability to identify HNW prospects and convert introductions into meaningful engagements.
• Excellent communication, discretion, and interpersonal influence.