Global Private Wealth Relationship Lead (Remote)

Quay Financial Group; United Kingdom; Remote; GBP 90,000 - 150,000; Full time

Job summary

Quay Financial Group seeks a Private Wealth Relationship Manager to build and maintain relationships with sophisticated, high net-worth investors and family offices worldwide. The role focuses on driving business development and delivering tailored investment opportunities in a consultative, trusted manner.

Ideal candidates will have proven wealth-management experience and the ability to engage investors remotely, with professional qualifications (CISI/CII) preferred but not essential.

Qualifications

• Proven experience in wealth management, private banking or investment advisory.
• Strong understanding of private investment products for sophisticated investors.
• Multilingual skills or international experience is a bonus.

Responsibilities

• Build and manage long-term relationships with sophisticated and HNW investors and family offices.
• Proactively develop new business opportunities through introducers, referrals and networking.
• Present suitable private investment opportunities aligned with client objectives.
• Guide clients through onboarding and due diligence with high service standards.
• Collaborate with internal teams to structure and deliver investment solutions.
• Maintain accurate records of client interactions and pipeline activity.

Skills

Relationship management

Business development

Client communication

Education

CISI/CII or equivalent

Job description

Quay Financial Group seeks a Private Wealth Relationship Manager to build and maintain relationships with sophisticated, high net-worth investors and family offices worldwide. The role focuses on driving business development and delivering tailored investment opportunities in a consultative, trusted manner.

Ideal candidates will have proven wealth-management experience and the ability to engage investors remotely, with professional qualifications (CISI/CII) preferred but not essential.