Open roleExternal
Business Development Manager - HNW Clients & Institutions
- watford, england, United Kingdom
- Permanent·On-site
- Full time
- £60 - £80 Per Hour
Job Description
Business Development Manager - HNW Clients & Institutions
Join to apply for the Business Development Manager - HNW Clients & Institutions role at Enra Specialist Finance .
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.