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High Net Worth Client Portfolio Manager
2 weeks ago
This role is for a Portfolio Manager to lead a portfolio of key High Net Worth clients, focusing on professional services partners across Tier 1 firms.
The ideal candidate will have experience in developing and managing client relationships, identifying new business opportunities, and assessing economic value and risk potential.
Key Responsibilities- Develop and manage a portfolio of key High Net Worth clients, mainly specialising in professional services partners across Tier 1 firms.
- Identify new business and referral opportunities and establish, develop, and utilise networks of internal and external contacts.
- Assess economic value and risk potential of new business.
- Implement initiatives to develop client growth.
- Personally sanction lending within own Delegated Lending authorities.
- Implement annual business plans for the client portfolio allocated.
- Strong credit and lending practices, across residential, commercial, and equity-based asset classes.
- Sound understanding of banking products and services.
- Proven client service record within a High Net Worth client market.
- Experience in adding true value and service.
- Outstanding interpersonal skills.
- Wealth / Investment / Financial Planning experience desirable but not essential.
A diverse and inclusive workplace works better for everyone. We know that our people make us who we are. That's why we have built a culture of equity and respect – where everyone feels valued and appreciated for being their authentic selves.
How to ApplyIf you think this role is the right fit for you, we would love to hear from you. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.
