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 involved

The 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.

• 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.

• 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.

• Articulate.

• Flexible.

• Able to work under pressure.

At West One Loans, we're expanding and looking for ambitious, driven people who want to be part of our exciting growth journey. We invest in our people with training, development, and clear opportunities to progress. Alongside this, we offer a range of benefits, including private medical healthcare and paid volunteer days off.

If you're ready to grow your career and make an impact - click apply today!