Relationship Manager

Core-Asset Consulting; London; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is on the lookout for talented individuals in wealth management or private banking. This exciting opportunity involves leveraging your strong business development skills to foster new client relationships while managing a portfolio of high-net-worth clients. The ideal candidate will possess a solid understanding of regulated financial products and a proven track record as a relationship manager. Join a dynamic team that values your expertise and offers a highly competitive compensation structure along with a comprehensive benefits package. If you have the drive and the network to succeed, this role is tailored for you.

Benefits

Highly Competitive Compensation Structure

Wider Benefits Package

Qualifications

• Strong network and transferable clients are essential for this role.
• Experience in wealth management or private banking is required.

Responsibilities

• Generate relationships with new clients using business development skills.
• Manage a portfolio of existing clients, focusing on HNW/UHNWI.

Skills

Business Development Skills

Relationship Management

Understanding of Regulated Financial Products

Network of Transferable Clients

Education

CISI Level 4 (Investment Advice Diploma - IAD)

Investment Management Certificate (IMC)

CFA Level 1

CII Diploma in Financial Planning

Job description

Social network you want to login/join with:

Do you hold the CISI Level 4 (Investment Advice Diploma - IAD) OR the full Investment Management Certificate (IMC) plus CFA Level 1? Or do you hold the CII diploma in financial planning?

Do you currently have 'transferable' clients who would follow you to a new role with a highly successful and established private wealth management organisation in London?

We are actively seeking applications from individuals with either a wealth management or private banking background. It is essential that you have a strong network you can leverage for this role as well as transferable clients.

In this role, you will focus on generating relationships with new clients using your strong business development skills, as well as looking after a portfolio of existing clients. You will have an excellent understanding of regulated financial products coupled with a track record of operating as a relationship manager covering a client base of HNW/UHNWI/professional clients either in the UK or international markets.

Benefits:

1. A highly competitive compensation structure
2. Wider benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16000

To apply for this vacancy, applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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