Business Development Manager - HNW Clients & Institutions

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

Job summary

A financial services company is seeking a Wealth Manager to source and manage high-net-worth individuals, family offices, and institutional clients in the UK. Responsibilities include identifying and acquiring new clients, leading the onboarding process, and maintaining client relationships. The ideal candidate should demonstrate strong interpersonal and communication skills, understand FCA regulations, and possess proficiency in Word, Excel, and Outlook. This role offers the opportunity to work with a diverse client base in a dynamic environment.

Qualifications

• Demonstrated success in acquiring and retaining clients.
• Exceptional interpersonal and relationship building skills.
• Strong presentation and communication skills.
• Understanding of FCA regulatory requirements.

Responsibilities

• Source and engage UK-based family offices, foundations, and corporate institutions.
• Lead the end to end onboarding process ensuring compliance.
• Conduct discovery meetings to understand clients' risk appetite.
• Build long-term client relationships providing personalized service.
• Serve as the primary contact and monitor client portfolios.

Skills

Client acquisition and retention

Interpersonal skills

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.