Wealth Manager

JR United Kingdom; Basingstoke; On-site; GBP 80,000 - 120,000; Full time

Job summary

A well-known player in the UK Wealth Management sector seeks an experienced Wealth Manager based in the UK. The role focuses on building and managing a portfolio of ultra-high-net-worth clients, requiring a proven track record in prospecting and client onboarding. Ideal candidates will possess strong business acumen and a network of clients, with the bank offering a supportive and collaborative environment.

Qualifications

• 5+ years of experience building portfolios of HNW/UHNW clients.
• Ability to provide and execute a business plan with NNA targets.
• Based in the UK with right to work.

Responsibilities

• Build and maintain a portfolio of UHNW clients.
• Provide tailored investment services to clients globally.
• Collaborate with top management for client management.

Skills

Client Management

Portfolio Building

Prospecting

Job description

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Are you a Wealth Manager based in London, with a network of UHNW clients and track record in prospecting and onboarding new clients to banks?

My client is a well known name in the UK Wealth Management world and are looking for experienced client managers to build and maintain their own portfolio of clients. The bank provides tailored investment services to clients globally and take immense pride in their retention rate, both for clients and employees.

They provide a truly driven, collaborative atmosphere for Wealth Managers and top management remains firmly involved with the day to day management of clients.

Client market of interest is mainly UK residents but if you do have a more international client base then I'd also be keen to speak with you.

You will need:

• 5+ years of experience building portfolios of HNW/UHNW clients (minimum account size £1Mln).
• Ability and confidence to provide and execute a business plan with NNA targets each year.
• To be based in the UK already with right to work.

If you'd like to know more in a confidential discussion, apply today with a CV.