Business Development Manager - HNW Clients & Institutions
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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
* 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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