Business Development Manager – HNW Clients & Institutions

Business Development Manager – HNW Clients & Institutions

Business Development Manager – HNW Clients & Institutions

Enra Specialist Finance

Reed

Watford, Hertfordshire

2 hours ago

No application

About

Business Development Manager - HNW Clients & InstitutionsWest One Loans seeks a Wealth Manager to source, onboard & manage HNW individuals, family offices & institutions, focusing on acquiring new clients via networks, referrals & business developmentWest 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 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 & 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 initiative.Knowledge & QualificationsExisting client baseKnowledge of propert