Wealth Manager

JR United Kingdom; Guildford; On-site; GBP 70,000 - 100,000; Full time

Job summary

Une entreprise bien connue dans le domaine de la gestion de patrimoine au Royaume-Uni recherche un Wealth Manager expérimenté pour gérer un portefeuille de clients UHNW. Le candidat doit avoir plus de 5 ans d'expérience, être basé au Royaume-Uni et posséder des compétences en prospection et onboarding. Ce rôle offre une atmosphère collaborative avec un fort soutien de la direction.

Qualifications

• Minimum 5 ans d'expérience en gestion de portefeuilles HNW/UHNW.
• Capacité à établir un plan d'affaires avec des objectifs NNA.

Responsibilities

• Construire et maintenir un portefeuille de clients UHNW.
• Collaborer dans une atmosphère dynamique et drivante.

Skills

Gestion de clients

Prospection

Onboarding

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.