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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 top 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.
Contact Detail:
Cooper White Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Manager (City of London)
✨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 employers looking for knowledgeable Wealth Managers.
✨Tip Number 3
Prepare to discuss your previous successes in client acquisition and retention during informal chats or networking events. Be ready with specific examples that highlight your ability to build and maintain relationships with HNW/UHNW clients.
✨Tip Number 4
Research the bank's values and culture thoroughly. Understanding their approach to client management and employee engagement will help you align your pitch and demonstrate how you can contribute to their success.
We think you need these skills to ace Wealth Manager (City of London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience specifically in wealth management, particularly with UHNW clients. Include quantifiable achievements, such as the size of portfolios you've managed and any successful client onboarding stories.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry and your ability to meet the bank's NNA targets. Mention your network of clients and how you plan to leverage it for the role.
Highlight Relevant Experience: In your application, emphasise your 5+ years of experience in building portfolios for HNW/UHNW clients. Provide specific examples of how you've successfully managed client relationships and contributed to retention rates.
Showcase Your Business Acumen: Demonstrate your ability to execute a business plan by including details about past strategies you've implemented to grow your client base. This will show your potential employer that you can contribute to their goals from day one.
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 how you've built and maintained these relationships, and share specific examples of successful client onboarding.
✨Demonstrate Your Business Acumen
Highlight your ability to create and execute a business plan with clear NNA targets. Discuss past experiences where you successfully met or exceeded these targets, showcasing your strategic thinking.
✨Understand the Company Culture
Research the bank's values and culture. Be ready to explain how your personal values align with theirs, especially regarding collaboration and client retention, which are key to their success.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and client management strategies. Prepare examples that demonstrate your ability to handle challenging situations with clients effectively.
