Wealth Manager

JR United Kingdom; Cardiff; On-site; GBP 60,000 - 100,000; Full time

Job summary

A leading bank in the UK Wealth Management sector seeks experienced Wealth Managers to cultivate and secure a portfolio of high-net-worth clients. The role demands a deep understanding of client management and investment solutions, contributing to a dynamic and collaborative working environment.

Qualifications

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

Responsibilities

• Build and maintain own portfolio of UHNW clients.
• Provide tailored investment services to clients.
• Engage with top management in client management.

Skills

Client Management

Business Planning

Prospecting

Onboarding

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.