Wealth Manager

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

Job summary

A leading name in the UK Wealth Management sector is seeking a Wealth Manager based in London. The role involves building a portfolio of HNW/UHNW clients, requiring extensive experience and confidence in delivering investment services. Join a collaborative team where management is actively involved, and benefit from a strong retention culture for both clients and employees.

Qualifications

• 5+ years experience with HNW/UHNW clients.
• Proficient in executing business plans with NNA targets.
• Must have right to work in the UK.

Responsibilities

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

Skills

Client Management

Prospecting

Business Planning

Relationship Building

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.