Relationship Manager

Stephenson Executive Search; London; On-site; GBP 60,000 - 120,000; Full time

Job summary

A leading wealth manager seeks an experienced Private Client Investment Manager to join its team in London. This unique role offers the chance to influence investment strategy and client experience in a tech-enabled environment, catering to high-net-worth clients seeking long-term value.

Benefits

Performance bonus

Equity participation potential

Agile, tech-enabled environment

Qualifications

• Over 6 years experience in discretionary investment management.
• Proven ability to grow client relationships.
• Track record of asset growth.

Responsibilities

• Originate and retain client relationships.
• Grow assets under management to £40-50m+.
• Shape investment strategy and firm culture.

Skills

Client Relationship Management

Strategic Thinking

Investment Management

Education

Level 6 or above qualifications (e.g. CISI Diploma, CFA)

Job description

Stephenson Executive Search provided pay range

This range is provided by Stephenson Executive Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Stephenson Executive Search

Consultant at Stephenson Executive Search

Introduction

A newly established, well-capitalised wealth manager is seeking an experienced Private Client Investment Manager to join its founding team.

Backed by senior industry figures, the firm is purpose-built for today’s private clients: high-net-worth individuals, families, and trusts seeking real returns, resilience, and long-term value.

The firm blends institutional-grade investment expertise with modern technology and a client-first ethos. This is a rare chance to shape a next-generation wealth manager from the ground up, with real influence and long-term equity potential.

Required Experience

We are looking for a commercially minded, entrepreneurial investment professional with:

• 6+ years’ experience in discretionary investment management, focused on private clients.
• Proven ability to originate and retain client relationships, supported by a strong professional network.
• Track record of growing assets under management; target of £40–50m+ within 18 months.
• Deep understanding of multi-asset investing, portfolio construction, and financial markets.
• Level 6 or above qualifications (e.g. CISI Diploma, CFA, or equivalent).
• Strategic thinking, high integrity, and a solutions-driven mindset.

What’s on offer

• A pivotal role in a high-calibre, entrepreneurial team.
• Competitive base, performance bonus, and equity participation potential.
• Agile, tech-enabled environment with no legacy systems.
• Ability to help shape investment strategy, client experience, and firm culture from inception.
• A business built around long-term client outcomes, integrity, and innovation.

Please do apply if the opportunity may be of interest.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Financial Services and Investment Management

Referrals increase your chances of interviewing at Stephenson Executive Search by 2x

Sign in to set job alerts for “Relationship Manager” roles.

London, England, United Kingdom 3 weeks ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 month ago

Relationship Manager, Race Promotion - FTC

London, England, United Kingdom 1 day ago

London, England, United Kingdom 1 week ago

Wimbledon, England, United Kingdom 1 week ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 20 hours ago

Feltham, England, United Kingdom 1 week ago

Feltham, England, United Kingdom 1 week ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 2 weeks ago

Senior Relationship Manager (Private Banking)

London, England, United Kingdom 5 days ago

London, England, United Kingdom 1 day ago

Influencer Account Executive (12 Month FTC)

Uxbridge, England, United Kingdom 23 hours ago

London, England, United Kingdom 1 week ago

London Area, United Kingdom £60,000.00-£75,000.00 20 hours ago

London, England, United Kingdom 5 days ago

London Area, United Kingdom £80,000.00-£120,000.00 19 hours ago

Greater London, England, United Kingdom 1 week ago

Customer Relationship Management Manager

London Area, United Kingdom £40,000.00-£60,000.00 18 hours ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.