Wealth Manager
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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 clients 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.
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
At Enra we believe that working together collaboratively is the best way to serve our customers and develop our colleagues. We are very focused on developing and maintaining our culture and remaining dedicated to the CREDIT values on which Enra was built: Customers Results Energy Deve ... View more
