Business Development Manager - HNW Clients & Institutions

Enra Specialist Finance; Watford; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Watford is seeking a talented Wealth Manager to source and manage high-net-worth clients. The role emphasizes client acquisition, relationship building, and compliance with regulatory frameworks. Ideal candidates will possess strong interpersonal skills and an existing client base, along with a proactive approach to client management.

Qualifications

• Demonstrated success in acquiring and retaining clients.
• Existing client base is essential.
• Knowledge of property or property sales is advantageous.

Responsibilities

• Source and engage family offices and high-net-worth individuals.
• Lead onboarding processes ensuring compliance.
• Build and maintain long-term client relationships.

Skills

Client acquisition

Relationship building

Presentation skills

Communication skills

Understanding of FCA regulatory requirements

Proactive initiative

Tools

Word

Excel

Outlook

Job description

West One Loans is looking for a talented Wealth Manager to source, onboard, and manage high-net-worth individuals, family offices, and institutional clients. The role focuses on identifying, targeting, and acquiring new clients through personal networks, referrals, and strategic business development.

Key Accountabilities

The role is primarily focused on identifying, targeting and acquiring new clients through personal networks, referrals and business development strategies.

• Proactively source and engage UK based family offices, foundations, and corporate institutions alongside HNW individuals to expand existing client base.
• Lead the end to end onboarding process, ensuring compliance with KYC/AML and regulatory frameworks.
• Conduct in depth discovery meetings to understand clients risk appetite and investment preferences.
• Build and maintain long term client relationships by delivering proactive personalised service.
• Serve as the primary contact.
• Monitor and review client portfolios.
• Work closely with Director of Investor Services to align portfolios with client’s objectives and ensure loan funding,
• Liaising with internal departments and external parties.

Skills & Competencies

• Demonstrated success in acquiring and retaining clients.
• Exceptional interpersonal and relationship building skills.
• Strong presentation and communication skills.
• Understanding of FCA regulatory requirements.
• Proactive and able to work on own initiative.

Knowledge & Qualifications

• Existing client base
• Knowledge of property or property sales advantageous.
• Discretion and a consultative approach to client management.
• Knowledge of Word, Excel and Outlook is required.

Personal Attributes

• Articulate.
• Flexible.
• Able to work under pressure.