Wealth Management jobs in Iver Heath
- ABN AMROLondon
- Based in London, the role of the Origination Banker is to originate and introduce UK-based high net worth individuals seeking access to EU-based wealth…
- Sun Global Investments LimitedLondon W1W
- Company pension
- Private medical insurance
- Identify opportunities to grow client assets under management (AUM).
- Develop and manage HNW/UHNW client relationships and investment portfolios.
- Your Resourcing PartnerLondon EC2V
- Annual leave
- Company pension
- Exposure to the commercial and operational side of a successful wealth management practice.
- Previous experience within wealth management, ideally SJP or an IFA…
View similar jobs with this employerEYLondon E14 5EY- Employee discount
- Strong wealth/asset management knowledge (inc. buy/sell-side processes).
- Strong stakeholder management and communication skills.
- Ideally, you’ll also have.
US/UK Tax Graduate
Often replies in 3 daysHansen Sweeney AccountantsCanary Wharf E14 9XL- Profit sharing
- Company pension
- Company events
- Commercial awareness and time management skills.
- Focus on sharing knowledge and developing junior members of staff.
- Providing ad-hoc administrative support.
Senior Financial Planner / Wealth Manager
Urgently neededChancery LaneLondon WC2A- Life insurance
- Company pension
- Cycle to work scheme
Often responds in 3 days- Proven experience in financial services with a focus on financial planning or wealth management.
- Strong understanding of investment strategies, tax laws, estate…
- BDO UKLondon EC3A
- Strong stakeholder management with ability to influence and challenge constructively.
- The Sales and Marketing team are recruiting for four Business Development…
Paraplanner / senior IFA administrator
Urgently neededChancery LaneLondon WC2A- Sick pay
- Life insurance
- Company pension
- On-site gym
- Cycle to work scheme
Often responds in 3 days- IFA or wealth management: 6 years (required).
- Client management and reporting, review report drafting, information gathering.
View similar jobs with this employerBDO UKGuildford GU1 1DN- That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting…
- BDO UKLondon EC3A
- Strong stakeholder management with ability to influence and challenge constructively.
- You’ll collaborate across service lines and leadership levels, building…
- BDO UKLondon EC3A
- Strong programme delivery and risk management capability with multiple dependencies.
- You’ll collaborate across service lines and leadership levels, building…
- SIG RoofingLondon
- Employee discount
- Life insurance
- Company pension
- Cycle to work scheme
- Excellent analytical, data management, and problem-solving skills.
- Develop and deliver a sales strategy that drives revenue and profitability across your region…
- SIG RoofingLondon
- Employee discount
- Life insurance
- Company pension
- Cycle to work scheme
- Excellent analytical, data management, and problem-solving skills.
- Develop and deliver a sales strategy that drives revenue and profitability across your region…
- BDO UKLondon EC3A
- Strong programme delivery and risk management capability with multiple dependencies.
- You’ll collaborate across service lines and leadership levels, building…
- You do not need daily management, corporate supervision, or external motivation to show up and perform.
- Contract Type: Freelance / Self-Employed (Commission-…
View similar jobs with this employerSumUpHemel Hempstead- You do not need daily management, corporate supervision, or external motivation to show up and perform.
- Contract Type: Freelance / Self-Employed (Commission-…
Job Post Details
UK Wealth Management Origination Banker - job post
Location
Full job description
At a glance
ABN AMRO is seeking a proactive and commercially driven Origination Banker to support the growth of it's Wealth Management business. Reporting to the UK Country Executive and the Head of Wealth Management International Private Banking (IPB) in the Netherlands, you will play a key role in originating and introducing prospective high net worth clients to ABN AMRO’s IPB platform. You will act as a key link between the UK franchise and Wealth Management teams in the Netherlands, France, Germany, and Belgium, to ensure a consistent and high-quality referral process. This is a unique opportunity to build and scale ABN AMRO’s Wealth Management presence in the UK, directly contributing to the expansion of a high-growth international platform with strong cross-border capabilities.
Your job
Based in London, the role of the Origination Banker is to originate and introduce UK-based high net worth individuals seeking access to EU-based wealth management services to ABN AMRO’s international platform. This will be delivered through a combination of external network development, internal collaboration and structured referral processes. Key components of the role include:
- Acting as an initial point of contact for prospective clients, facilitating introductions to appropriate Wealth Management teams outside the UK
- Identifying prospects through professional networks, targeted events, digital prospecting, and internal referrals
- Building and maintaining a high-quality prospect pipeline of UK-based high net worth individuals
- Explaining ABN AMRO’s value proposition and facilitating introduction to the relevant WM teams in Netherlands, France, Germany, and Belgium
• Leveraging ABN AMRO’s broader platform (“One Bank & Dual Client Strategy”), working closely with Corporate Banking and other internal partners to identify opportunities within existing client relationships • Coordinating a clean, timely and documented handover of prospects to the relevant Wealth Management teams
- Developing and executing commercial initiatives, including events, partnerships and campaigns, to increase market visibility and strengthen the origination pipeline
- Provide regular, structured updates and insights on pipeline performance, origination progress and market developments to senior stakeholders in the UK and across the International Private Banking platform, supporting strategic decision-making and governance
- Contributing to strategic initiatives and continuous improvement across the International Private Banking platform and international branches
- Maintaining accurate records of client interactions and pipeline activity in internal systems
- Ensuring full adherence to applicable UK and EU regulatory requirements throughout the origination and introducing process
- Representing the ABN AMRO brand in the UK market through engagement with professional intermediaries, advisors and industry forums
The role focuses on client origination and introduction, with conversion, onboarding, booking and ongoing relationship management managed by the receiving Wealth Management teams.
Success in this role will be measured by the quality and volume of referrals, strength of pipeline development, and overall contribution to client acquisition outcomes across the International Private Banking platform.
Your profile
- Demonstrated experience in client acquisition, business development, or network driven and client engagement roles within Wealth Management
- Strong track record of building high quality client pipelines through proactive origination activities
- Proven ability to operate in a front-office, revenue-generating role with clear accountability for origination performance and commercial outcomes
- Strong commercial drive and a results-oriented mindset (comfortable working with targets/KPIs)
- Strong networking capability, and excellent communication and interpersonal skills, with the ability to engage credibly with prospective clients and intermediaries Strong commercial judgement and analytical skills, with attention to detail
- Strong awareness of applicable UK and EU regulatory requirements
- Ability to work both independently and collaboratively across teams
- Fluency in English and proficiency in at least one of the following languages: Dutch, French, or German. Proficiency in multiple of these languages would be advantageous.
- Ideally degree educated or relevant professional qualifications.
What we offer
You will have the opportunity to:
- Play a key role in building and scaling ABN AMRO’s Wealth Management presence in the UK
- Work in a collaborative, cross-border environment within a leading European Private Banking platform 2
- Significant exposure to senior stakeholders, access to a broad client ecosystem, and the ability to make a measurable commercial impact.
- Build a broad professional network across clients, intermediaries and internal stakeholders
- Contribute to meaningful business growth through origination activity
- Develop your skills through ongoing learning and exposure to international teams We offer a dynamic environment where you are encouraged to take initiative and contribute to the success of the team, while developing both professionally and personally.
Interested
If you have any questions please feel free to reach out to kara.cheng@uk.abnamro.com for any more informantion.