Private Client Relationship Manager

JR United Kingdom; England; On-site; GBP 100,000 - 150,000; Full time

Job summary

A leading international wealth management firm is looking for a Private Client Relationship Manager in England. This role involves offering tailored investment advice to high-net-worth clients while managing significant client portfolios. Candidates must possess a CISI/CFA Level 6 qualification and a proven track record in building client relationships.

Qualifications

• Must be CISI/CFA Level 6 qualified.
• Experience as a private client discretionary relationship/investment manager is essential.
• Must have a mature book of existing UK clients.

Responsibilities

• Provide complex investment advice to HNW/UHNW clients.
• Develop and manage high-profile client relationships.

Skills

Complex investment advice

Client relationship management

Building long-lasting relationships

Education

CISI/CFA Level 6

Job description

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Private Client Relationship Manager, england

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Client:

Heat Recruitment

Location:

england, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

5

Posted:

10.06.2025

Expiry Date:

25.07.2025

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Job Description:

Private Client Relationship Manager/Director

Nationwide

Basic to £150,000 plus exceptional reward structure.

Company

• An international employee-owned wealth management firm undergoing considerable growth within the UK market.

Role

• Providing complex investment advice to existing and new HNW/UHNW clients, and the development and ongoing management of high profile client relationships to ensure performance in line with their stated goals.

Candidate

• YOU MUST BE CISI/CFA LEVEL 6 QUALIFIED AS AN ABSOLUTE MINIMUM.
• You will have a solid and stable background as a private client discretionary relationship/investment manager within a UK private banking or wealth management environment.
• A mature book of existing UK clients from which to leverage business opportunities is essential together with a track record of building and maintaining long lasting profitable relationships.

For an initial conversation please contact Chris on 07784 945190, respond directly to this posting or email [emailprotected]