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Relationship Manager/Director

JR United Kingdom

Greater London

On-site

GBP 150,000 - 180,000

Full time

8 days ago

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Job summary

An international wealth management firm is seeking a highly qualified investment manager to provide expert advice to high-net-worth clients across the UK, Middle East, and Americas. This role focuses on building and nurturing long-lasting client relationships while ensuring their investment goals are met. The ideal candidate will possess a CISI Level 6 (PCIAM) qualification and a proven track record in private client discretionary investment management. Join a dynamic and growing team where your expertise will contribute significantly to the firm's success and expansion in the competitive wealth management market.

Qualifications

  • CISI Level 6 (PCIAM) qualified minimum requirement.
  • Solid background as a private client discretionary investment manager.

Responsibilities

  • Provide complex investment advice to HNW/UHNW clients.
  • Develop and maintain long-term profitable client relationships.

Skills

Investment Advice
Client Relationship Management
Business Development

Education

CISI Level 6 (PCIAM) Qualification

Job description

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  • Basic to £150,000 + excellent 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, Middle East, 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 ABSOLUTELY 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 chris.smith@heatuk.com.

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