Wealth Manager

JR United Kingdom; Norwich; On-site; GBP 80,000 - 120,000; Full time

Job summary

A leading firm in UK Wealth Management is seeking an experienced Wealth Manager to build and maintain a portfolio of UHNW clients. The role involves providing tailored investment services and requires significant experience in client management. Candidates should demonstrate success in prospecting and onboarding clients and be based in the UK.

Qualifications

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

Responsibilities

• Build and maintain a portfolio of UHNW clients.
• Execute business plans with NNA targets.
• Collaborate in a driven and supportive team atmosphere.

Skills

Portfolio Management

Client Relationship Management

Business Development

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.