Wealth Manager

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

Job summary

Une banque de gestion de patrimoine bien connue recherche un Wealth Manager expérimenté basé à Londres pour gérer un portefeuille de clients HNW/UHNW. Vous devez avoir une expérience significative en prospection et onboarding de clients tout en détenant la capacité d'exécuter des plans d'affaires ambitieux. Ce rôle vous offre une atmosphère collaborative et le soutien de la direction dans la gestion quotidienne.

Qualifications

• 5+ ans d'expérience en gestion de portefeuille pour clients HNW/UHNW.
• Capacité à exécuter un plan d'affaires avec des cibles NNA.
• Basé au Royaume-Uni avec droit de travail.

Responsibilities

• Construire et maintenir un portefeuille de clients UHNW.
• Fournir des services d'investissement adaptés.
• Travailler en collaboration avec la direction.

Skills

Gestion de portefeuille

Prospection de clients

Onboarding clients

Élaboration de plans d'affaires

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.