Wealth Manager

JR United Kingdom; York; On-site; GBP 60,000 - 100,000; Full time

Job summary

Une banque réputée au Royaume-Uni recherche un Wealth Manager basé à Londres. Le candidat idéal aura au moins 5 ans d'expérience dans la gestion de clients HNW/UHNW, avec la capacité à exécuter des plans d'affaires et à atteindre des objectifs NNA. Un environnement collaboratif et une forte implication de la direction sont offerts pour assurer le succès des gestionnaires de patrimoine.

Qualifications

• Minimum 5 ans d'expérience dans la gestion de clients HNW/UHNW.
• Connaissance des exigences légales et fiscales au Royaume-Uni.
• Capacité à construire et exécuter un plan d'affaires avec NNA.

Responsibilities

• Construire et entretenir un portefeuille de clients HNW/UHNW.
• Fournir des services d'investissement adaptés aux clients.
• Travailler en étroite collaboration avec la direction pour le suivi client.

Skills

Gestion de portefeuille

Prospection

Onboarding clients

Plan d'affaires

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.