Wealth Manager

JR United Kingdom; Bristol; On-site; GBP 70,000 - 120,000; Full time

Job summary

A leading company in the UK Wealth Management sector seeks a Wealth Manager to handle a portfolio of Ultra High Net Worth clients. Candidates should have over 5 years of experience and a proven track record in client onboarding and business planning. The role offers an involved management team and a chance to work in a collaborative atmosphere, targeting mainly UK residents.

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 the right to work.

Responsibilities

• Build and maintain a portfolio of UHNW clients.
• Prospect and onboard new clients to the bank.
• Collaborate with management to ensure client satisfaction.

Skills

Client Management

Prospecting

Client Onboarding

Business Planning

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.