Business Development Manager - Wealth Management

RGH-Global Limited; Watford; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A leading financial services organisation is looking for a Wealth Manager to manage and grow a portfolio of high-net-worth and institutional clients. You will proactively source clients, conduct onboarding, and provide exceptional support. The role requires excellent communication skills and the ability to engage with high-value clients. This is a full-time hybrid position with competitive salary, bonuses, and commissions available. If you're driven and have a strong network, apply today.

Benefits

Competitive salary

Bonuses

Commission

Qualifications

• Proven success in acquiring and retaining high-net-worth clients.
• Ability to engage high-value clients effectively.
• Experience understanding regulatory requirements.

Responsibilities

• Proactively source and engage high-net-worth individuals and institutions.
• Lead the onboarding process adhering to KYC and AML standards.
• Conduct discovery meetings to assess clients' investment objectives.
• Build and maintain long-term, trusted client relationships.
• Monitor and manage client portfolios effectively.

Skills

Acquiring, developing, and retaining wealth or investment clients

Relationship-building and interpersonal skills

Excellent communication and presentation skills

Understanding of FCA regulatory requirements

Proactive and self-motivated

Strong organizational skills

Job description

Wealth Manager – High‑Net‑Worth & Institutional Clients

Location: Hybrid role – but predominantly field-based

Most days will involve external meetings with clients, introducers, or partners.
Occasional attendance at the Hertfordshire-based office for internal meetings or collaboration.

Salary: Competitive + Bonuses & Commission.

Employment Type: Full‑Time

A leading financial services organisation is seeking an experienced Wealth Manager to source, onboard, and manage a portfolio of high‑net‑worth individuals, family offices, foundations, and institutional clients. This is a relationship‑driven role for a confident, proactive professional with a strong track record in client acquisition and long‑term portfolio management.

Key Responsibilities

• Proactively source and engage HNWIs, family offices, foundations, and corporate institutions to grow the client base.
• Lead the full onboarding process, ensuring all KYC/AML and regulatory checks are completed to the highest standard.
• Conduct in‑depth discovery meetings to understand clients risk appetite, investment objectives, and product preferences.
• Build and maintain long‑term, trusted client relationships through proactive and personalised service delivery.
• Serve as the primary point of contact, providing ongoing support and high‑level communication.
• Monitor, review, and support the management of client portfolios, ensuring alignment with individual goals.
• Work closely with internal stakeholders to ensure smooth funding processes and exceptional client outcomes.
• Liaise confidently with internal departments and external partners to deliver seamless client service.

Skills & Experience

• Proven success in acquiring, developing, and retaining wealth or investment clients.
• Strong relationship‑building and interpersonal skills, with the ability to engage high‑value clients.
• Excellent communication and presentation skills.
• Understanding of FCA regulatory requirements.
• Proactive, self‑motivated, and able to work autonomously.
• Strong organisational skills with the ability to work under pressure and manage competing priorities.

Knowledge & Qualifications

• An existing client network is highly advantageous.
• Background in property, property finance, or property sales is beneficial.
• A discreet, consultative, and service‑driven approach to client management.

Personal Attributes

• Articulate, professional, and confident.
• Flexible and adaptable in a fast‑paced environment.
• Able to remain calm, composed, and solutions‑focused under pressure.

If you are a driven Wealth Manager with a strong network and a passion for delivering exceptional client service, we would love to hear from you.
Apply today to discuss this opportunity further in confidence.