Relationship Manager / Director

Eden Rose; Sheffield; Remote; GBP 100,000 - 150,000; Full time

Job summary

An international wealth management firm in the UK is seeking a Relationship Manager / Director to provide complex investment advice to high-net-worth clients. This role focuses on developing and maintaining long-term client relationships while ensuring alignment with investment goals. Candidates must have CISI Level 6 (PCIAM) qualification and a proven background in wealth management. A strong business development mindset is essential.

Benefits

Fantastic bonus and full package

Qualifications

• Minimum CISI Level 6 (PCIAM) qualification required.
• Solid background as a private client discretionary investment manager in UK.
• Experience in relationship management with HNW/UHNW clients.

Responsibilities

• Provide complex investment advice to existing and new clients.
• Develop and maintain long-term profitable relationships.
• Ensure performance aligns with clients' investment goals.

Skills

CISI Level 6 (PCIAM) Qualification

Book of existing clients

Business development mindset

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]