AVP Private Client Group

Role Overview The AVP/DVP – Private Client Group (PCG) will be responsible for leading and scaling Tipsons’ high-net-worth (HNI) and ultra-high-net-worth (UHNI) client business. The role will drive client acquisition, relationship management, revenue growth, team performance, and overall strategy for the PCG vertical. This is a senior leadership role requiring strong market credibility, relationship depth, strategic thinking and execution excellence. Strategic Leadership Define and execute the strategy for the PCG vertical, leveraging deep relationships with high-net-worth individuals and families to drive business growth. Develop and maintain a comprehensive understanding of the private wealth management industry, including trends, competitors, and regulatory requirements. Build and maintain strong relationships with key stakeholders, including clients, colleagues, and partners. Collaborate with cross-functional teams to develop and implement innovative solutions that meet the evolving needs of high-net-worth clients. Drive revenue growth through strategic client acquisition, relationship development, and upselling/cross-selling opportunities. Develop and manage a high-performing team, providing coaching, guidance, and resources to ensure exceptional results. Foster a culture of innovation, collaboration, and continuous learning within the PCG vertical. Ensure compliance with regulatory requirements and maintain a strong reputation for Tipsons in the private wealth management industry. This role requires a deep understanding of the private wealth management industry, strong leadership skills, and the ability to build and maintain relationships at all levels.