Business Development Manager - HNW Clients & Institutions

Business Development Manager - HNW Clients & Institutions Join to apply for the Business Development Manager - HNW Clients & Institutions role at Enra Specialist Finance. 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. 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. Work closely with Director of Investor Services to align portfolios with client’s objectives and ensure loan funding. Exceptional interpersonal and relationship building skills. Understanding of FCA regulatory requirements. Knowledge of property or property sales advantageous. Discretion and a consultative approach to client management. Knowledge of Word, Excel and Outlook is required. Flexible.