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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 support.
- Benefits: Enjoy a driven 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: Ideal for those already based in the UK with 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, network, network! Leverage your existing connections in the wealth management sector to get introductions to potential clients or even insiders at the bank. Attend industry events and seminars in London to expand your reach and visibility.
✨Tip Number 2
Showcase your expertise by sharing insights on market trends and investment strategies through social media platforms like LinkedIn. This not only positions you as a thought leader but also attracts attention from potential clients and employers alike.
✨Tip Number 3
Prepare for interviews by researching the bank's values, culture, and recent developments in their services. Tailor your discussions to align with their approach to client management and retention, demonstrating how your experience fits into their framework.
✨Tip Number 4
Consider reaching out directly to current employees of the bank via LinkedIn. Ask them about their experiences and any tips they might have for someone looking to join. This can provide valuable insights and potentially lead to referrals.
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 any specific achievements related to client retention and portfolio growth. This will help you stand out as a strong candidate.
Showcase Your Business Acumen: Demonstrate your ability to execute a business plan with NNA targets. Include examples of how you've successfully met or exceeded targets in previous roles, which will show your potential value to the company.
How to prepare for a job interview at Cooper White Group
✨Showcase Your Network
As a Wealth Manager, your network of UHNW clients is crucial. Be prepared to discuss your existing relationships and how you've successfully onboarded new clients 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 with NNA targets. Make sure you can articulate your strategy for client acquisition and retention. Discuss how you’ve set and achieved similar goals in previous roles, showcasing your analytical skills and market understanding.
✨Understand the Company Culture
Research the bank's values and culture before the interview. They pride themselves on a collaborative atmosphere, so be ready to discuss how you thrive in team settings and contribute to a positive work environment. This will show that you’re a good fit for their team.
✨Prepare for Technical Questions
Expect questions about investment strategies and market trends. Brush up on your knowledge of tailored investment services and be ready to discuss how you would approach managing a diverse portfolio. This will demonstrate your expertise and confidence in the field.
