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For Companies At a Glance
- Tasks: Source and manage high-net-worth clients while building long-term relationships.
- Company: Join West One Loans, a leader in wealth management.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Proven client acquisition skills and strong communication abilities.
- Other info: Dynamic role with a focus on personal initiative and relationship building.
The predicted salary is between 48000 - 72000 £ per year.
West One Loans is looking for a talented Wealth Manager to source, onboard, and manage high-net-worth individuals, family offices, and institutional clients. The role focuses on identifying, targeting, and acquiring new clients through personal networks, referrals, and strategic business development.
Key Accountabilities
The role is primarily focused on identifying, targeting and acquiring new clients through personal networks, referrals and business development strategies.
- Proactively source and engage UK based family offices, foundations, and corporate institutions alongside HNW individuals to expand existing client base.
- Lead the end to end onboarding process, ensuring compliance with KYC/AML and regulatory frameworks.
- Conduct in depth discovery meetings to understand clients risk appetite and investment preferences.
- Build and maintain long term client relationships by delivering proactive personalised service.
- Serve as the primary contact.
- Monitor and review client portfolios.
- Work closely with Director of Investor Services to align portfolios with client’s objectives and ensure loan funding,
- Liaising with internal departments and external parties.
Skills & Competencies
- Demonstrated success in acquiring and retaining clients.
- Exceptional interpersonal and relationship building skills.
- Strong presentation and communication skills.
- Understanding of FCA regulatory requirements.
- Proactive and able to work on own initiative.
Knowledge & Qualifications
- Existing client base
- Knowledge of property or property sales advantageous.
- Discretion and a consultative approach to client management.
- Knowledge of Word, Excel and Outlook is required.
Personal Attributes
- Articulate.
- Flexible.
- Able to work under pressure.
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Business Development Manager - HNW Clients & Institutions employer: Enra Specialist Finance
Contact Detail:
Enra Specialist Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Manager - HNW Clients & Institutions
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn. Remember, personal connections can lead to great opportunities!
✨Tip Number 2
Showcase your expertise! When you meet someone new, share insights about market trends or investment strategies. This not only positions you as knowledgeable but also builds trust. People are more likely to engage with someone who knows their stuff!
✨Tip Number 3
Follow up! After meeting someone, drop them a quick message to thank them for their time and keep the conversation going. A simple follow-up can turn a casual chat into a solid business relationship. Plus, it shows you’re proactive!
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your skills. Don’t miss out on the chance to land that Business Development Manager role by applying directly with us!
We think you need these skills to ace Business Development Manager - HNW Clients & Institutions
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Business Development Manager. Highlight your experience with high-net-worth clients and any relevant business development strategies you've successfully implemented.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Share specific examples of how you've sourced and managed clients in the past, and don’t forget to mention your understanding of FCA regulatory requirements!
Showcase Your Interpersonal Skills: Since this role is all about building relationships, make sure to highlight your exceptional interpersonal skills. Use examples that demonstrate how you've successfully engaged with clients and maintained long-term relationships.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Enra Specialist Finance
✨Know Your Clients
Before the interview, research high-net-worth individuals and family offices. Understand their needs and preferences, as well as the current market trends. This will help you demonstrate your knowledge and show that you're proactive in understanding the client base.
✨Showcase Your Relationship Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. Use specific anecdotes that highlight your interpersonal skills and ability to deliver personalised service, which is crucial for this role.
✨Understand Compliance Requirements
Brush up on KYC/AML regulations and FCA requirements relevant to the role. Being able to discuss these topics confidently will show that you take compliance seriously and understand the importance of regulatory frameworks in client management.
✨Prepare for Discovery Meetings
Think about how you would conduct a discovery meeting with a potential client. Prepare questions that would help you understand their risk appetite and investment preferences. This will demonstrate your consultative approach and readiness to engage with clients effectively.
