Relationship Director

Eden Rose; Greater London; On-site; GBP 110,000 - 130,000; Full time

Job summary

An international wealth management firm is looking for a Relationship Manager / Director in London to provide complex investment advice to high-net-worth and ultra-high-net-worth clients. The role demands a CISI Level 6 (PCIAM) qualification and expertise in maintaining profitable client relationships. The firm offers a basic salary of up to £130,000 and a fantastic bonus scheme, making it a compelling opportunity for skilled investment managers seeking growth.

Benefits

Exceptional bonus scheme

Qualifications

• CISI Level 6 (PCIAM) qualification is mandatory.
• Experience as a private client discretionary investment manager.
• Existing client book to leverage business opportunities.

Responsibilities

• Provide complex investment advice to high-net-worth clients.
• Develop and maintain long-term profitable relationships.
• Ensure investment performance aligns with client goals.

Skills

Client relationship management

Investment advice

Business development

Education

CISI Level 6 (PCIAM)

Job description

FANTASTIC OPPORTUNITY WITH EXCEPTIONAL BONUS SCHEME!

Relationship Manager / Director

London - City & West End

Basic to £130,000 plus fantastic reward structure.

Company

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

Role

• Responsible for the provision of complex investment advice to existing and new HNW / UHNW clients.
• Your focus will be on developing and maintaining long term and profitable relationships and ensuring performance in line with the clients stated investment goals.

Candidate

• You MUST BE CISI LEVEL 6 (PCIAM) QUALIFIED AS AN ABSOLUTE MINIMUM.
• You will have a solid background as a private client discretionary investment manager within a UK wealth management environment.
• You will have a mature book of existing clients from which to leverage business opportunities.
• You will have a business development mindset that constantly looks to secure new opportunities.

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