Relationship Manager / Director

Eden Rose; Leeds; On-site; GBP 100,000 - 150,000; Full time

Job summary

A wealth management firm in the UK is seeking a Relationship Manager/Director to provide investment advice to high net worth clients. The candidate must be CISI Level 6 qualified and have a strong background in private client discretionary investment management. This role requires a focus on developing profitable client relationships and achieving investment goals. An attractive compensation package, up to £150,000 plus bonuses, is offered.

Benefits

Fantastic bonus and full package

Qualifications

• CISI Level 6 (PCIAM) qualified.
• Solid background in private client discretionary investment management.
• Existing book of clients to leverage business opportunities.

Responsibilities

• Provide complex investment advice to HNW/UHNW clients.
• Develop and maintain long-term profitable relationships.
• Ensure performance meets clients' investment goals.

Skills

CISI Level 6 (PCIAM) Qualification

Private Client Discretionary Investment Management

Business Development

Job description

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

• Y ou 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 [e-mail]