Wealth Manager

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

Job summary

Une banque réputée dans le domaine de la gestion de patrimoine au Royaume-Uni recherche un Wealth Manager expérimenté basé à Londres. Vous serez responsable de la construction et de la gestion de votre propre portefeuille de clients HNW/UHNW, avec un fort accent sur la satisfaction client et une atmosphère collaborative.

Qualifications

• Plus de 5 ans d'expérience dans la gestion de clients HNW/UHNW.
• Capacité à élaborer et exécuter un plan d'affaires avec des objectifs NNA.
• Droit de travail au Royaume-Uni.

Responsibilities

• Construire et maintenir un portefeuille de clients UHNW.
• Fournir des services d'investissement sur mesure.
• Collaborer avec la direction pour gérer les relations client.

Skills

Construction de portefeuille

Gestion de la relation client

Prospection

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.