Business Development Manager - HNW Clients & Institutions

Business Development Manager - HNW Clients & Institutions

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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.

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