Wealth Manager

Enra Specialist Finance; Watford; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading finance company in Watford is seeking a talented Wealth Manager to source and manage high-net-worth individuals and institutional clients. The role focuses on building long-term client relationships, ensuring compliance with KYC/AML regulations, and conducting in-depth meetings to understand investment preferences. Candidates should have strong interpersonal and relationship-building skills, along with knowledge of FCA requirements. Knowledge of property sales is advantageous.

Qualifications

• Demonstrated success in acquiring and retaining clients.
• Knowledge of property or property sales advantageous.
• Discretion and a consultative approach to client management.

Responsibilities

• Proactively source and engage UK-based family offices, foundations, and corporate institutions.
• Lead the end-to-end onboarding process, ensuring compliance with KYC/AML.
• Build and maintain long-term client relationships by delivering proactive personalised service.

Skills

Proactive and able to work on own initiative

Demonstrated success in acquiring and retaining clients

Exceptional interpersonal and relationship building skills

Strong presentation and communication skills

Understanding of FCA regulatory requirements

Tools

Word

Excel

Outlook

Job description

West One Loans is looking for a talented Wealth Manager to source, onboard, and manage high-net-worth individuals, family offices, and institutional clients. The role focuses on identifying, targeting, and acquiring new clients through personal networks, referrals, and strategic business development.

Key Accountabilities

• Proactively source and engage UK based family offices, foundations, and corporate institutions alongside HNW individuals to expand existing client base.
• Lead the end to end onboarding process, ensuring compliance with KYC/AML and regulatory frameworks.
• Conduct in depth discovery meetings to understand clients risk appetite and investment preferences.
  
• Build and maintain long term client relationships by delivering proactive personalised service.
  
• Serve as the primary contact.
  
• Monitor and review client portfolios.
  
• Work closely with Director of Investor Services to align portfolios with client’s objectives and ensure loan funding,
  
• Liaising with internal departments and external parties.
  

Skills & Competencies

• Proactive and able to work on own initiative.
• Demonstrated success in acquiring and retaining clients.
  
• Exceptional interpersonal and relationship building skills.
  
• Strong presentation and communication skills.
  
• Understanding of FCA regulatory requirements.

Knowledge & Qualifications

• Knowledge of Word, Excel and Outlook is required.
• Existing client base.
  
• Knowledge of property or property sales advantageous.
  
• Discretion and a consultative approach to client management.

Personal Attributes

• Articulate.
• Flexible.
• Able to work under pressure.