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.

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.