Wealth Manager

JR United Kingdom; Coventry; On-site; GBP 70,000 - 110,000; Full time

Job summary

A well-known name in the UK wealth management sector is seeking an experienced Wealth Manager based in London. This role involves managing a portfolio of HNW/UHNW clients, ensuring exceptional service and client retention. Candidates should possess a minimum of 5 years' experience in wealth management, with proven success in client prospecting and onboarding.

Qualifications

• 5+ years of experience with HNW/UHNW clients.
• Ability to execute a business plan with NNA targets.

Responsibilities

• Build and maintain a portfolio of clients.
• Provide tailored investment services globally.

Skills

Client Acquisition

Portfolio Management

Business Planning

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.