Relationship Director (Private Clients)

Heat Recruitment; Greater London; On-site; GBP 120,000 - 150,000; Full time

Job summary

Join an innovative and rapidly growing wealth management firm as an Associate Director, where you will play a pivotal role in shaping investment strategies for high-net-worth clients. This position offers the opportunity to leverage your existing client relationships while actively seeking new business opportunities. You will provide expert investment advice and ensure that clients' financial objectives are met, all within a supportive and dynamic environment. If you are a driven professional with a strong background in investment management and a passion for client success, this role is tailored for you.

Qualifications

• CISI/CFA Level 6 qualified with experience in private client investment management.
• Proven track record in developing and maintaining client relationships.

Responsibilities

• Provide complex investment advice to HNW/UHNW clients.
• Develop and maintain profitable client relationships to meet investment goals.

Skills

Business Development

Investment Management

Client Relationship Management

Financial Advisory

Education

CISI/CFA Level 6 Qualification

Job description

Associate Director - Developing the Private Client Investment market throughout the UK

Location: London & South East

Salary: Basic to £150,000 plus exceptional 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.
• Developing and maintaining long term and profitable relationships and ensuring performance in line with the clients stated investment goals.

Candidate

• 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 clients from which to leverage business opportunities is essential.
• A business development mindset that constantly looks to secure new opportunities is important, but it’s maintaining these relationships, once secured, that is the key to success in this role.

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

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Consulting, Finance, and Business Development

Industries

Investment Management, Investment Advice, and Financial Services