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Relationship Manager - Chinese speaker - Wealth Management

JR United Kingdom

London

Hybrid

GBP 50,000 - 90,000

Full time

Yesterday
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Job summary

An established industry player in wealth management is seeking an ambitious Relationship Manager fluent in Mandarin to join their international private client team. This exciting role offers the chance to inherit a substantial portfolio of high-net-worth clients, providing personalized support and bespoke investment solutions. With mentorship from senior professionals, you'll develop your skills in a supportive environment focused on client service excellence. Enjoy hybrid working flexibility and long-term growth opportunities in a dynamic team dedicated to delivering exceptional financial strategies.

Benefits

Inheritance of an established client book
Mentorship and structured training
Competitive salary with performance-based bonuses
Hybrid working flexibility
Full study support for professional qualifications
Long-term growth opportunities

Qualifications

  • 3+ years of experience in wealth management or financial advisory.
  • Strong interpersonal and communication skills with a passion for client service.
  • Fluency in Mandarin and cultural understanding are essential.

Responsibilities

  • Manage a well-established book of international high net worth clients.
  • Deliver high-touch, personalised relationship support.
  • Contribute to the delivery of bespoke investment solutions.

Skills

Fluency in Mandarin Chinese
Fluency in English
Wealth Management
Financial Advisory
Interpersonal Skills
Communication Skills
Attention to Detail

Education

Bachelor’s degree in Finance
Bachelor’s degree in Economics

Job description

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Relationship Manager - Chinese speaker - Wealth Management, london (city of london)

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Client:

Shard Capital

Location:

london (city of london), United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

24.04.2025

Expiry Date:

08.06.2025

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Job Description:

Company Description

Shard Capital is a UK FCA-regulated wealth & investment management firm, specialising in tailored investment management solutions for high net worth individuals and families around the world. Our client-centric approach, integrity, and deep market expertise have earned us the trust of international private clients seeking long-term, bespoke financial strategies.

Role Description

We are looking for an ambitious and detail-oriented Relationship Manager to join our international private client team. This role is ideal for someone with around 3 years+ of experience in wealth management or private banking who is ready to step up and take on more responsibility.

You’ll be managing a well-established book of international high net worth clients, delivering high-touch, personalised relationship support, and contributing to the delivery of bespoke investment solutions.

No client book is required – this is a rare opportunity to inherit a substantial, active portfolio with full training and ongoing mentorship provided by senior team members.

Given our strong client base of Mandarin-speaking HNW individuals resident in the UK, fluency in Mandarin and cultural understanding are essential to qualify into the shortlist.

Qualifications & Skills
  • Fluency in Mandarin Chinese and English (Russian language skills are a plus, but not required)
  • 3+ years of experience in wealth management or financial advisory
  • Strong interpersonal and communication skills with a passion for client service
  • Understanding of FCA compliance requirements (training provided to meet our standards)
  • Meticulous attention to detail and high standards of administrative accuracy
  • Proven ability to work both independently and as part of a team
  • Bachelor’s degree in Finance, Economics, or a related field
What We Offer
  • Inheritance of an established and high-value international client book
  • Mentorship and structured training from senior wealth professionals
  • Competitive salary with a performance-based bonus structure
  • Hybrid working flexibility to support work-life balance
  • Full study support for relevant professional qualifications
  • Long-term growth opportunities within a supportive and ambitious team
  • And more.

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