Shape the South Region’s strategy within a growing wealth management business, combining commercial leadership with high net worth client expertise.

As Regional Director, you will take ownership of regional growth, commercial performance, and client relationship development. You will lead Financial Planners, identify new business opportunities, and create conditions where advisers can thrive. The role also permits maintaining a modest portfolio of key client relationships while leading by example.

Key Responsibilities:

- Shape regional strategy and identify new business opportunities
- Grow profitable revenue and regional client relationships
- Build effective client, colleague, and partner relationships
- Manage regional resources, engagement,



and performance
- Maintain selected key client relationships and lead by example

Requirements:

- Proven high net worth client relationship development
- Current private client financial planning advice knowledge
- Established high net worth client bank desirable
- Solid commercial awareness and regulatory track record
- Experience leading, coaching, and motivating advisers

Bring high net worth relationship expertise and commercial judgement to regional strategy, revenue growth, and adviser leadership.

📌 South Region Wealth Management Leader (Oxford County)
🏢 Chaseandholland
📍 Oxford County