Relationship Manager / Director

Eden Rose; Southampton; Hybrid; GBP 120,000 - 150,000; Full time

Job summary

A wealth management firm in the UK is seeking a Relationship Manager / Director to provide complex investment advice to high-net-worth clients. The ideal candidate will be CISI Level 6 qualified and have experience in the sector. Responsibilities include developing long-term client relationships and ensuring investment strategies align with client goals. A competitive salary and bonus structure are offered, reflecting the importance of this role.

Benefits

Fantastic bonus and full package

Qualifications

• CISI Level 6 (PCIAM) qualification is a strict requirement.
• Proven experience as a private client discretionary investment manager.
• Existing book of clients to leverage business opportunities.

Responsibilities

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

Skills

CISI Level 6 (PCIAM) qualification

Private client discretionary investment management

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]