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For Companies At a Glance
- Tasks: Source and manage high-net-worth clients while ensuring compliance and building relationships.
- Company: Join West One Loans, a leading firm in the financial services sector.
- Benefits: Enjoy flexible working options and a dynamic work environment.
- Why this job: Make a real impact by helping clients achieve their financial goals in a supportive culture.
- Qualifications: Proven client acquisition skills and knowledge of FCA regulations are essential.
- Other info: Ideal for proactive individuals who thrive under pressure and value relationship building.
The predicted salary is between 43200 - 72000 £ per year.
Overview
Enra Specialist Finance is seeking a 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.
Responsibilities
- 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 for clients.
- Monitor and review client portfolios.
- Work closely with Director of Investor Services to align portfolios with clients\’ objectives and ensure loan funding.
- Liaise with internal departments and external parties as required.
Qualifications
- Proactive and able to work on own initiative.
- Demonstrated success in acquiring and retaining clients.
- Exceptional interpersonal and relationship building skills.
- Strong presentation and communication skills.
- Understanding of FCA regulatory requirements.
Knowledge
- Knowledge of Word, Excel and Outlook is required.
- Existing client base.
- Knowledge of property or property sales advantageous.
- Discretion and a consultative approach to client management.
Personal attributes
- Articulate.
- Flexible.
- Able to work under pressure.
Job details
- Seniority level: Not Applicable
- Employment type: Other
- Job function: Finance and Sales
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Wealth Manager employer: Enra Specialist Finance
Contact Detail:
Enra Specialist Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Manager
✨Tip Number 1
Network like a pro! Attend industry events, seminars, and networking functions where high-net-worth individuals and family offices are likely to be present. Building relationships in person can significantly enhance your chances of landing the Wealth Manager role.
✨Tip Number 2
Leverage social media platforms, especially LinkedIn, to connect with potential clients and industry professionals. Share insightful content related to wealth management and engage with others to showcase your expertise and attract attention.
✨Tip Number 3
Research and understand the specific needs and preferences of high-net-worth individuals. Tailor your conversations and approach to demonstrate that you can provide personalised service that aligns with their investment goals.
✨Tip Number 4
Stay updated on FCA regulatory requirements and market trends. Being knowledgeable about compliance and current financial landscapes will not only boost your confidence but also impress potential employers during discussions.
We think you need these skills to ace Wealth Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management, client acquisition, and relationship building. Use specific examples that demonstrate your success in these areas.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your proactive approach to sourcing clients and how your skills align with the key accountabilities outlined in the job description.
Highlight Regulatory Knowledge: Since understanding FCA regulatory requirements is crucial for this role, ensure you mention any relevant experience or knowledge you have regarding compliance, KYC, and AML processes.
Showcase Interpersonal Skills: In your application, emphasise your exceptional interpersonal and communication skills. Provide examples of how you've successfully built and maintained long-term client relationships in previous roles.
How to prepare for a job interview at Enra Specialist Finance
✨Showcase Your Client Acquisition Skills
Be prepared to discuss specific examples of how you've successfully sourced and onboarded high-net-worth clients in the past. Highlight your personal networks and any strategic business development initiatives you've undertaken.
✨Demonstrate Regulatory Knowledge
Familiarise yourself with FCA regulatory requirements, KYC, and AML processes. Be ready to explain how you ensure compliance in your client onboarding process, as this is crucial for the role.
✨Emphasise Relationship Building
Prepare to talk about how you maintain long-term relationships with clients. Share strategies you've used to deliver personalised service and how you've adapted to meet clients' evolving needs.
✨Prepare for Discovery Meetings
Understand the importance of conducting in-depth discovery meetings. Be ready to discuss how you assess clients' risk appetites and investment preferences, and how this informs your portfolio management.
