Business Development Manager - HNW Clients
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.This will be a Hybrid role, with aspects of travel involvedKey AccountabilitiesThe role is primarily focused on identifying, targeting and acquiring new clients through personal networks, referrals and business development strategies.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 and CompetenciesDemonstrated 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 ..... full job details .....
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