Wealth Manager

JR United Kingdom; Brighton; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading name in the UK Wealth Management sector is seeking an experienced Wealth Manager to join their team in London. The role involves managing a portfolio of UHNW clients and executing a business plan while benefiting from a collaborative working atmosphere with hands-on management. Ideal candidates will have a strong background in dealing with high-net-worth clients, with a strong track record in client acquisition and retention.

Qualifications

• 5+ years of experience building portfolios of HNW/UHNW clients.
• Confidence to execute business plans and meet targets.
• Must already be based in the UK with the right to work.

Responsibilities

• Build and maintain a portfolio of clients primarily in the UK.
• Provide tailored investment services and execute business plans.
• Engage with clients to ensure high retention rates.

Skills

Portfolio Management

Client Acquisition

Business Development

Job description

Social network you want to login/join with:

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.