Strategic Wealth BD Manager for HNW & Institutional Clients

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

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.