Business Development Manager - HNW Clients & Institutions

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

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.
  
  

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.
  
  

At Enra we believe that working together collaboratively is the best way to serve our customers and develop our colleagues. We are very focused on developing and maintaining our culture and remaining dedicated to the CREDIT values on which Enra was built: Customers, Results, Energy, Development, Invention and Teamwork. We live and breathe these values every day and want to ensure they underpin our future success. So, if you want to build a career in specialist finance, with an employer focused on providing brilliant customer service, lending responsibly, and creating a great office environment to develop its people, then look no further than Enra.