Lead client conversations on family governance, succession, and institutionalisation — converting personal-relationship-based holdings into structured, multi-generational arrangements where appropriate
Maintain full ownership of client suitability, KYC, and ongoing due diligence in coordination with Compliance
Represent SeedRock's institutional positioning consistently — clients should experience continuity of judgement and process, not dependence on a single individual
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Meet quarterly origination targets, measured against qualified AUM or deal value introduced to the platform
Represent SeedRock's institutional positioning credibly in first conversations — clients should leave the first meeting with a clear sense of what makes SeedRock different from a private bank
Work closely with the Executive Director, Private Asset Management, to ensure a clean and well-briefed handover of every qualified introduction
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