Wealth Manager

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

Job summary

A leading name in the UK Wealth Management sector is seeking an experienced Wealth Manager based in London. This role involves building and managing a portfolio of UHNW clients, providing tailored services, and contributing to the firm's high retention rates. Ideal candidates will have over 5 years of direct experience in client management, demonstrate successful business plan execution, and have an established network.

Qualifications

• 5+ years of experience with HNW/UHNW clients.
• Ability to develop and execute business plans with NNA targets.
• Must already 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 execute business plans.

Skills

Client Relationship Management

Portfolio 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.