Wealth Manager

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

Job summary

A leading name in UK Wealth Management seeks Wealth Managers based in London to construct and manage a portfolio of UHNW clients. Applicants should have a proven track record in client onboarding and business development, with the ability to devise and implement successful business plans. This role offers a collaborative working environment where top management is actively involved in daily client management. If you're ready to elevate your career, apply today!

Qualifications

• 5+ years experience in Wealth Management with a portfolio of HNW/UHNW clients.
• Experience with minimum account size of £1M.
• Ability to create and execute business plans with NNA targets.

Responsibilities

• Build and maintain a portfolio of UHNW clients.
• Deliver tailored investment services in a collaborative atmosphere.
• Engage in business planning with annual targets.

Skills

Client Management

Business Development

Portfolio Management

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.