Wealth Manager – High‑Net‑Worth & Institutional Clients
Location: Hybrid role – but predominantly field-based
Most days will involve external meetings with clients, introducers, or partners.
Occasional attendance at the Hertfordshire-based office for internal meetings or collaboration.
Salary: Competitive + Bonuses & Commission.
Employment Type: Full‑Time
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.
Key Responsibilities
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.
Serve as the primary point of contact, providing ongoing support and high‑level communication.
Monitor, review, and support the management of client portfolios, ensuring alignment with individual goals.
Work closely with internal stakeholders to ensure smooth funding processes and exceptional client outcomes.
Liaise confidently with internal departments and external partners to deliver seamless client service.
Skills & Experience
Proven success in acquiring, developing, and retaining wealth or investment clients.
Strong relationship‑building and interpersonal skills, with the ability to engage high‑value clients.
Excellent communication and presentation skills.
Understanding of FCA regulatory requirements.
Proactive, self‑motivated, and able to work autonomously.
Strong organisational skills with the ability to work under pressure and manage competing priorities.
Knowledge & Qualifications
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.
Personal Attributes
Articulate, professional, and confident.
Flexible and adaptable in a fast‑paced environment.
Able to remain calm, composed, and solutions‑focused under pressure.
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.
Apply today to discuss this opportunity further in confidence.
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