Wealth Manager

JR United Kingdom; High Wycombe; On-site; GBP 60,000 - 100,000; Full time

Job summary

A leading wealth management firm in the UK seeks an experienced Wealth Manager with a robust network and track record of managing HNW/UHNW clients. The role involves building a personal portfolio, executing business plans, and operating in a collaborative atmosphere with a focus on client retention. Ideal candidates will possess over 5 years of relevant experience and the ability to target and secure new assets.

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 HNW/UHNW clients.
• Prospect and onboard new clients.
• Work with tailored investment services.

Skills

Portfolio Building

Client Management

Prospecting

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.