Wealth Manager

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

Job summary

A prominent UK Wealth Management firm is seeking an experienced Wealth Manager based in London. The role involves building and maintaining a portfolio of ultra-high-net-worth clients, offering tailored investment services globally. Candidates should have over 5 years of experience with a strong client network and the ability to achieve business targets.

Qualifications

• 5+ years of experience building portfolios of HNW/UHNW clients.
• Confidence in executing business plans with NNA targets.
• Must be based in the UK with the right to work.

Responsibilities

• Build and maintain a portfolio of HNW/UHNW clients.
• Provide tailored investment services and meet business targets.
• Collaborate with top management for client management.

Skills

Client Management

Portfolio Building

Business Planning

Networking

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.