
Appleby (Bermuda) Limited is accepting applications for Senior Leader, Private Wealth Strategy & Growth (non-legal). Principal duties and responsibilities will include (but are not limited to): Develop and execute strategies to grow the Bermuda private wealth and trust practice and develop and maintain relationships with UHNW individuals, family offices, private banks, fiduciaries, trustees, investment managers and professional advisers. Contribute to the development and positioning of Appleby as a leading international private wealth and trust jurisdiction. Identify, qualify and develop opportunities involving succession planning, family governance, trusts, estates, asset protection, investments and cross-border wealth matters. Connect prospective clients and advisers with the appropriate Bermuda Partners and legal teams. Work closely with Partners, lawyers, marketing and business development teams to deliver targeted market initiatives and campaigns. Provide Partners and leadership with insight into market trends, client needs, competitor activity and emerging opportunities. Maintain accurate CRM information and report on relationship development, referral sources, qualified opportunities and pipeline performance.
A minimum of 10 years' experience of high-level business development in private banking, wealth management, family office, investment management, or similar field. Relevant bachelor's degree in business, finance and a relevant designation/certification. Deep understanding of the international private wealth ecosystem and Bermuda's role in this ecosystem. Exceptional relationship-building, networking skills, with credibility to engage clients. Demonstrated ability to identify, qualify and develop commercial opportunities. Proven track record of developing strategic partnerships. Excellent communication, negotiation and interpersonal skills. Strong market intelligence and analytical skills. Ability to work collaboratively with Partners, lawyers and other stakeholders. High level of proficiency in Microsoft Office suite of programmes.
Please apply online by registering in the Careers section (Positions Available) of our website at applebyglobal.com before 27 October 2026.
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