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- Tasks: Manage and grow a portfolio of ultra-high-net-worth clients in a collaborative environment.
- Company: Join a prestigious UK Wealth Management firm known for its exceptional client retention and employee satisfaction.
- Benefits: Enjoy a supportive atmosphere with strong management involvement and tailored investment services.
- Why this job: This role offers the chance to make a real impact while working with high-profile clients.
- Qualifications: 5+ years of experience with HNW/UHNW clients and a proven track record in client acquisition.
- Other info: Candidates must be based in the UK and have the right to work.
The predicted salary is between 43200 - 72000 £ per year.
Are you a Wealth Manager based in London, with a network of UHNW clients and a track record in prospecting and onboarding new clients to banks?
My client is a well-known name in the UK Wealth Management world and is looking for experienced client managers to build and maintain their own portfolio of clients. The bank provides tailored investment services to clients globally and takes 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. The 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 £1M).
- Ability and confidence to provide and execute a business plan with NNA targets each year.
- To be based in the UK already with the 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
Contact Detail:
Cooper White Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Manager
✨Tip Number 1
Network actively within the wealth management community in London. Attend industry events, seminars, and workshops to connect with potential clients and other professionals who can refer you to UHNW individuals.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and build your personal brand. Share insights on market trends and investment strategies to attract attention from potential clients.
✨Tip Number 3
Consider reaching out to existing contacts and past clients to rekindle relationships. A personal touch can go a long way in re-establishing trust and opening doors to new opportunities.
✨Tip Number 4
Stay updated on the latest financial regulations and market developments. Being knowledgeable will not only boost your confidence but also demonstrate your commitment to providing top-notch service to your clients.
We think you need these skills to ace Wealth Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with HNW/UHNW clients, particularly focusing on your track record in prospecting and onboarding new clients. Use specific metrics to demonstrate your success.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry and your ability to build and maintain client relationships. Mention your familiarity with tailored investment services and how you align with the bank's values.
Highlight Relevant Experience: In your application, emphasise your 5+ years of experience in wealth management, detailing your business planning skills and your ability to meet NNA targets. This will show that you are well-prepared for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial in wealth management.
How to prepare for a job interview at Cooper White Group
✨Showcase Your Network
As a Wealth Manager, your network is crucial. Be prepared to discuss your existing relationships with UHNW clients and how you’ve successfully onboarded them in the past. Highlight specific examples that demonstrate your ability to build trust and rapport.
✨Demonstrate Your Business Acumen
You’ll need to present a solid business plan during the interview. Make sure to outline your strategies for achieving NNA targets and how you plan to grow your portfolio. This shows that you’re not just a client manager but also a strategic thinker.
✨Understand the Company Culture
Research the bank’s values and culture before the interview. Since they pride themselves on a collaborative atmosphere, be ready to discuss how you work within teams and contribute to a positive environment. This will show that you’re a good fit for their team.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and client management abilities. Think of situations where you had to handle difficult clients or make tough investment decisions, and be ready to explain your thought process and outcomes.
