Business Development Manager Wealth Management

Watford - UK

Monthly Salary: Not Disclosed

Posted on: 2 hours ago

Vacancies: 1 Vacancy

Job Summary

Wealth Manager HighNetWorth & Institutional Clients

Location: Hybrid role but predominantly field-based.

Most days will involve external meetings with clients introducers or partners.
Occasional attendance at the Hertfordshire-based office for internal meetings or collaboration.
Salary: Competitive Bonuses & Commission.

Employment Type: FullTime

A leading financial services organisation is seeking an experienced Wealth Manager to source onboard and manage a portfolio of highnetworth individuals family offices foundations and institutional clients. This is a relationshipdriven role for a confident proactive professional with a strong track record in client acquisition and longterm portfolio management.

Key Responsibilities

Proactively source and engage HNWIs family offices foundations and corporate institutions to grow the client base.
Lead the full onboarding process ensuring all KYC/AML and regulatory checks are completed to the highest standard.
Conduct indepth discovery meetings to understand clients risk appetite investment objectives and product preferences.
Build and maintain longterm trusted client relationships through proactive and personalised service delivery.
Serve as the primary point of contact providing ongoing support and highlevel communication.
Monitor review and support the management of client portfolios ensuring alignment with individual goals.
Work closely with internal stakeholders to ensure smooth funding processes and exceptional client outcomes.
Liaise confidently with internal departments and external partners to deliver seamless client service.

Skills & Experience

Proven success in acquiring developing and retaining wealth or investment clients.
Strong relationshipbuilding and interpersonal skills with the ability to engage highvalue clients.
Excellent communication and presentation skills.
Understanding of FCA regulatory requirements.
Proactive selfmotivated and able to work autonomously.
Strong organisational skills with the ability to work under pressure and manage competing priorities.

Knowledge & Qualifications

An existing client network is highly advantageous.
Background in property property finance or property sales is beneficial.
A discreet consultative and servicedriven approach to client management.

Personal Attributes

Articulate professional and confident.
Flexible and adaptable in a fastpaced environment.
Able to remain calm composed and solutionsfocused under pressure.

If you are a driven Wealth Manager with a strong network and a passion for delivering exceptional client service we would love to hear from you.
Apply today to discuss this opportunity further in confidence.

Salary: Competitive Bonuses & Commission. Base salary up to 75k

Wealth Manager HighNetWorth & Institutional Clients Location: Hybrid role but predominantly field-based.Most days will involve external meetings with clients introducers or partners.Occasional attendance at the Hertfordshire-based office for internal meetings or collaboration.Salary: Competitive ...