Private Wealth Manager(s)

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

We are seeking highly driven and commercially minded Private Wealth Relationship Managers to join us. This is a key client-facing role focused on building and maintaining relationships with, sophisticated, high net-worth investors and family offices, while driving business development efforts across this sector directly and through intermediaries.

The ideal candidates will have strong interpersonal skills, a track record of delivering investment solutions, and the ability to engage sophisticated investors in a consultative, trusted capacity.

Key Responsibilities

• Build and manage long-term relationships with sophisticated & HNW investors, along with family office clients globally
• Proactively develop new business opportunities through introducers, referrals, and networking across key regions
• Understand client objectives and present suitable private investment opportunities
• Guide pre-qualified clients through the onboarding and due diligence process, ensuring a high standard of service
• Collaborate with internal stakeholders to support structuring and delivery of investment and product solutions
• Maintain accurate records of client interactions and pipeline activity

Requirements

• Proven experience in relationship management or business development within wealth management, private banking, or investment advisory
• Strong understanding of private investment products and the expectations of sophisticated, & HNW investors and family office clients
• Excellent communication and interpersonal skills with a consultative and client-focused approach
• Self-starter with international business acumen and the ability to operate independently in a remote-first role
• Professional qualifications (e.g. CISI, CII, or equivalent) preferred but not essential
• Multilingual skills or international experience is a bonus

What We Offer

• Remote working with flexibility to manage international clients
• Competitive compensation, including marketing allowances, override and fixed remunerations, tailored to experience, performance and preference
• Collaborative and entrepreneurial culture with support from experienced senior leadership

Salary Negotiable

Remote / home working with occasional office attendance