Wealth Manager

JR United Kingdom; City of Edinburgh; On-site; GBP 60,000 - 100,000; Full time

Job summary

A prestigious name in UK Wealth Management is seeking experienced Wealth Managers to build portfolios of high-net-worth clients. The role emphasizes a collaborative atmosphere and a strong client retention reputation. Candidates should have a proven track record in managing UHNW clients, with a focus on UK residents and the right to work in the UK.

Qualifications

• 5+ years of experience building portfolios of HNW/UHNW clients.
• Ability to execute a business plan with NNA targets.
• UK residency with right to work.

Responsibilities

• Build and maintain a portfolio of UHNW clients.
• Provide tailored investment services.
• Collaborate closely with top management.

Skills

Client Management

Portfolio Building

Prospecting

Onboarding

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.