Wealth Manager

London Full-Time 43200 - 72000 £ / year (est.) No home office possible

Job Description

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.

Wealth Manager employer: Cooper White Group

As a leading name in the UK Wealth Management sector, our company offers Wealth Managers an exceptional opportunity to thrive in a collaborative and driven environment. With a strong focus on employee retention and growth, we provide tailored investment services to a diverse clientele, ensuring that our team members are supported by top management in their day-to-day activities. Located in London, we not only cater to UK residents but also welcome those with international client bases, making this an ideal place for ambitious professionals seeking meaningful and rewarding careers.