Business Development Manager - HNW Clients & Institutions

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

Job summary

A financial services firm is looking for a Business Development Manager for HNW Clients & Institutions in Watford. This role involves sourcing and managing relationships with high-net-worth individuals and corporate clients, ensuring compliance with regulations. The ideal candidate will have a proven track record in client acquisition, excellent interpersonal skills, and experience with financial regulations. Knowledge of property sales is advantageous and the role requires proactive engagement with prospects.

Qualifications

• Demonstrated success in acquiring and retaining clients.
• Exceptional interpersonal and relationship building skills.
• Able to work under pressure and manage client expectations.

Responsibilities

• Source and engage UK based family offices and corporate institutions.
• Lead the onboarding process ensuring compliance with KYC/AML.
• Build and maintain long-term client relationships.
• Monitor and review client portfolios.

Skills

Client acquisition and retention

Interpersonal skills

Presentation skills

Communication skills

Understanding of FCA regulations

Proactive initiative

Tools

Word

Excel

Outlook

Job description

Business Development Manager - HNW Clients & Institutions

Join to apply for the Business Development Manager - HNW Clients & Institutions role at Enra Specialist Finance.

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

• 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.