Wealth Manager

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

Job summary

A leading Wealth Management firm in the UK seeks an experienced Wealth Manager to build and maintain a portfolio of UHNW clients. The ideal candidate will have over 5 years of direct experience, a strong network, and the confidence to achieve business targets while enjoying a collaborative work environment.

Qualifications

• 5+ years experience building portfolios of HNW/UHNW clients (minimum account size £1M).
• Ability to provide and execute a business plan with NNA targets.
• Must be based in the UK with the right to work.

Responsibilities

• Manage and maintain a portfolio of UHNW clients.
• Develop and execute business plans targeting client acquisition.

Skills

Client management

Prospecting

Onboarding

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.