Wealth Manager

JR United Kingdom; Stockport; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading bank in the UK Wealth Management sector seeks an experienced Wealth Manager based in London to build and manage a portfolio of ultra high-net-worth clients. Ideal candidates will have over 5 years of experience in client management and a proven track record in portfolio building, with a focus on successful onboarding and retention.

Qualifications

• 5+ years of experience with HNW/UHNW clients.
• Proven track record in prospecting and onboarding.
• Ability to work under NNA targets.

Responsibilities

• Build and maintain a portfolio of clients.
• Execute business plans with annual NNA targets.
• Provide tailored investment services to clients.

Skills

Client 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.