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

• Proactive and able to work on own initiative.
• Demonstrated success in acquiring and retaining clients.
  
• Exceptional interpersonal and relationship building skills.
  
• Strong presentation and communication skills.
  
• Understanding of FCA regulatory requirements.

Knowledge & Qualifications

• Knowledge of Word, Excel and Outlook is required.
• Existing client base.
  
• Knowledge of property or property sales advantageous.
  
• Discretion and a consultative approach to client management.

Personal Attributes

• Articulate.
• Flexible.
• Able to work under pressure.