Wealth Manager

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

Job summary

A renowned name in the UK Wealth Management sector is seeking a Wealth Manager to build and manage a personal portfolio of ultra-high-net-worth clients. The role provides an opportunity to work in a collaborative atmosphere, where management remains engaged with client relationships. Ideal candidates will have substantial experience and a proven track record in attracting and retaining high-value clients.

Qualifications

• Minimum 5 years experience in building portfolios for HNW/UHNW clients.
• Must have the ability to provide and execute business plans with targets.

Responsibilities

• Build and maintain a portfolio of HNW/UHNW clients.
• Execute a business plan with annual NNA targets.

Skills

Client relationship management

Portfolio building

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.