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.
Salary: Competitive + Bonuses & Commission. Base salary up to £75k