Relationship Manager - HNW /UHNW

JR United Kingdom; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player in wealth management is seeking a highly skilled Relationship Manager to join their London team. This role presents a unique opportunity to manage a sophisticated client portfolio of high-net-worth and ultra-high-net-worth individuals. You will collaborate closely with senior leadership to enhance client relationships and implement investment strategies. The firm offers a hybrid working model, a competitive compensation package, and opportunities for professional growth. If you are passionate about client service and investment excellence, this position is perfect for you.

Benefits

Hybrid working model

Attractive compensation package

Comprehensive benefits

Professional growth opportunities

Qualifications

• 7-10 years experience managing HNW/UHNW clients.
• RDR Level 4 qualified and eligible to advise on securities.

Responsibilities

• Support client management and strengthen existing relationships.
• Conduct investment analysis and provide insights.
• Prepare for and lead client meetings.

Skills

RDR Level 4 qualified

CFA Charterholder

Experience with HNW/UHNW clients

Knowledge of financial markets

Excellent communication skills

Analytical skills

Organizational skills

Education

Degree in Finance or related field

CISI LEVEL 6 certificate (PCIAM)

Job description

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Relationship Manager - HNW /UHNW, london

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Client:

Location:

london, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

28.04.2025

Expiry Date:

12.06.2025

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Job Description:

Relationship Manager – Wealth Management - HNW / UHNW

(Central London, Hybrid Working Model)

A leading global wealth management firm, with a strong reputation for client service and investment excellence, is seeking a highly skilled Client Relationship Manager to join their Central London team.

The Opportunity

This is a rare chance to join a prestigious and highly regarded global wealth management business, supporting the management of a sophisticated client book comprising high-net-worth and ultra-high-net-worth individuals and have responsibility for oversight and advice on investments of clients wherever they are held. You will work closely with senior leadership, contributing to both client relationship management and investment strategy implementation, while playing a pivotal role in business development and portfolio oversight.

Skills &Experience Required

• RDR Level 4 qualified (or equivalent) and eligible to advise UK retail clients on securities and derivatives. Strong preference for CISI LEVEL 6 certificate (PCIAM)
• Degree-educated; CFA Charterholder highly advantageous.
• At least 7-10 years demonstrable experience managing or assisting with a book of HNW/UHNW clients within wealth or investment management.
• Strong knowledge of financial markets, asset classes, and investment research.
• Excellent communication, analytical, and organisational skills.
• High attention to detail, with a proactive and collaborative approach.

Key Responsibilities

• Support Directors and Partners in day-to-day client management, maintaining and strengthening existing relationships.
• Assist in preparing and presenting to prospective clients, and support new business initiatives.
• Oversee portfolio reviews, trade implementation, and periodic reporting.
• Respond professionally and promptly to client queries, ensuring all documentation is accurate and up to date.
• Conduct portfolio modelling, implement investment strategies, and monitor post-trade activity.
• Prepare for and contribute to client meetings, including leading meetings when required.
• Undertake investment analysis and research, providing critical insights and recommendations.
• Ensure robust KYC and compliance procedures are maintained.
• Aspire to manage your own client book as you progress.

Why Apply?

Join a highly respected, international wealth management firm with a strong London and international presence.

• Enjoy a hybrid working environment and a supportive, collaborative culture.
• Attractive compensation package, including bonus and comprehensive benefits.
• Opportunity for professional growth and progression to manage your own client portfolio.

To Apply

This search is being conducted on a strictly confidential basis. For a private discussion and further details, please contact Sheldon Paule directly at Cameron Kennedy or submit your CV in confidence via the advert. All applications and enquiries will be handled with the utmost discretion.

SPONSORSHIP WILL NOT BE PROVIDED. ONLY CANDIDATES WHO WILL NOT REQUIRE SPONSORSHIP TO WORK IN THE UK AT ANY TIME WILL BE CONSIDERED.