Relationship Manager/Director

Eden Rose; England; Híbrido; GBP 135.000 - 165.000; Tempo integral

Resumo da vaga

A wealth management firm in the UK is seeking an Associate Director to provide complex investment advice to high-net-worth clients. The ideal candidate will have a CISI level 6 qualification and experience as a private client discretionary investment manager. This role focuses on developing and maintaining profitable client relationships and ensuring performance aligns with investment goals. A competitive salary and bonus package are offered.

Qualificações

• Minimum CISI level 6 (PCIAM) qualified.
• Solid background in private client discretionary investment management.
• Existing book of clients for business leverage.

Responsabilidades

• Provide complex investment advice to HNW/UHNW clients in the UK and Americas.
• Develop and maintain long-term profitable client relationships.
• Ensure performance aligns with clients' investment goals.

Conhecimentos

CISI level 6 (PCIAM) qualification

Business development mindset

Private client discretionary investment management

Descrição da vaga

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

3 days ago Be among the first 25 applicants

This range is provided by Eden Rose. 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 Eden Rose

Relationship Manager/Director

Nationwide

Basic to £150,000 + fantastic bonus and full package

Company

• An international 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 in the UK and the Americas.
• 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 a minimum.
• You will have a solid background as a private client discretionary investment manager within a UK wealth management environment.
• You will have a 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 [e-mail]

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Consulting, Business Development, and Finance

Industries

• Investment Management, Investment Advice, and Financial Services