Relationship Director

JR United Kingdom; Slough; On-site; GBP 110,000 - 130,000; Full time

Job summary

A leading international employee-owned wealth management firm seeks a Relationship Manager/Director to provide complex investment advice to HNW/UHNW clients. This role involves developing long-term relationships and maintaining performance in line with client goals. Candidates must have CISI Level 6 qualifications and a solid background in UK wealth management, with opportunities for business development leveraging existing client relationships.

Qualifications

• Mature book of existing clients.
• Solid background in private client discretionary investment management.
• Business development mindset for securing new opportunities.

Responsibilities

• Provide complex investment advice to existing and new HNW/UHNW clients.
• Develop and maintain long-term profitable relationships.
• Ensure performance aligns with stated investment goals.

Skills

Client relationship management

Investment advice

Business development

Education

CISI Level 6 (PCIAM)

Job description

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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 [emailprotected]