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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 top management actively involved in client relationships.
- 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.
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: JR United Kingdom
Contact Detail:
JR United Kingdom 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 conferences to meet 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 connect with potential clients. Share insights on market trends and investment strategies to position yourself as a thought leader in wealth management.
✨Tip Number 3
Consider reaching out to existing clients for referrals. If you have a strong relationship with your current clients, they may be willing to introduce you to their network of UHNW individuals.
✨Tip Number 4
Stay updated on the latest financial regulations and market developments. This knowledge will not only enhance your credibility but also help you provide tailored advice that meets the specific needs of 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, such as the number of clients onboarded or portfolio growth.
Craft a Compelling Cover Letter: In your cover letter, emphasise 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 and collaborative atmosphere.
Showcase Your Business Acumen: Include examples in your application that illustrate your ability to execute a business plan and meet NNA targets. This could be through specific achievements or strategies you've implemented in previous roles.
Highlight Your Network: If you have an international client base, make sure to mention this in your application. Discuss how your network can benefit the bank and contribute to its growth in the UK market.
How to prepare for a job interview at JR United Kingdom
✨Showcase Your Network
As a Wealth Manager, your network is crucial. Be prepared to discuss your connections with UHNW clients and how you've successfully onboarded them in the past. Highlight specific examples that demonstrate your ability to build and maintain relationships.
✨Demonstrate Your Business Acumen
You’ll need to present a solid business plan during the interview. Make sure you can articulate your strategies for achieving new net asset (NNA) targets. Discuss your approach to portfolio management and how you tailor investment services to meet client needs.
✨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.
✨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 navigate challenges with clients or adapt your strategies to meet their evolving needs.
