At a Glance
- Tasks: Source and manage high-net-worth clients while delivering exceptional service.
- Company: Leading financial services organisation with a focus on client relationships.
- Benefits: Competitive salary, bonuses, and commission for top performers.
- Other info: Fast-paced environment with opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Experience in client acquisition and portfolio management is essential.
The predicted salary is between 49500 - 60500 £ per year.
A leading financial services organisation is seeking an experienced Wealth Manager to source, onboard, and manage a portfolio of high‑net‑worth individuals, family offices, foundations, and institutional clients. This is a relationship‑driven role for a confident, proactive professional with a strong track record in client acquisition and long‑term portfolio management.
- Proactively source and engage HNWIs, family offices, foundations, and corporate institutions to grow the client base.
- Lead the full onboarding process, ensuring all KYC/AML and regulatory checks are completed to the highest standard.
- Conduct in‑depth discovery meetings to understand clients' risk appetite, investment objectives, and product preferences.
- Build and maintain long‑term, trusted client relationships through proactive and personalised service delivery.
- Monitor, review, and support the management of client portfolios, ensuring alignment with individual goals.
- Strong relationship‑building and interpersonal skills, with the ability to engage high‑value clients.
- Understanding of FCA regulatory requirements.
- An existing client network is highly advantageous.
- Background in property, property finance, or property sales is beneficial.
- A discreet, consultative, and service‑driven approach to client management.
- Flexible and adaptable in a fast‑paced environment.
If you are a driven Wealth Manager with a strong network and a passion for delivering exceptional client service, we would love to hear from you.
HNW Business Development Manager in Watford employer: RGH-Global Limited
RGH-Global Limited is an exceptional employer, offering a supportive and nurturing work culture that prioritises the well-being of both staff and the young people in their care. Located in Liverpool, the company provides ample opportunities for professional growth and development, alongside a competitive salary package, making it an ideal place for those passionate about making a meaningful impact in the lives of children and young people.
