Wealth Manager

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

Job summary

Une banque renommée dans le secteur de la gestion de patrimoine au Royaume-Uni recherche un Wealth Manager basé à Londres. Ce rôle implique la gestion d'un portefeuille de clients UHNW, avec un accent sur la prospection et le marketing. Le candidat idéal aura au moins 5 ans d'expérience dans la construction de portefeuilles et la capacité à atteindre des objectifs business ambitieux.

Qualifications

• 5+ ans d'expérience avec des clients HNW/UHNW.
• Capacité à exécuter un plan d'affaires avec des objectifs de NNA chaque année.
• Doit déjà être basé au Royaume-Uni avec droit de travail.

Responsibilities

• Construire et maintenir un portefeuille de clients.
• Travailler dans une ambiance collaborative avec une forte implication de la direction.

Skills

Gestion de portefeuille

Prospection de clients

Stratégie commerciale

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.