Relationship Manager (Private Clients)

Core-Asset Consulting; London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading company in the financial services sector is seeking a Relationship Manager for Private Clients in London. The ideal candidate will possess a strong network of clients and demonstrate excellent business development skills. This role focuses on generating new client relationships while managing an existing portfolio, requiring a deep understanding of regulated financial products. If you have a background in wealth management or private banking and hold relevant qualifications, this opportunity could be your next career move.

Benefits

Highly competitive compensation structure

Wider Benefits package

Qualifications

• Strong network of transferable clients required.
• Experience in wealth management or private banking essential.

Responsibilities

• Generate relationships with new clients using business development skills.
• Manage a portfolio of existing clients.

Skills

Business Development

Relationship Management

Networking

Education

CISI Level 4 (Investment Advice Diploma - IAD)

Investment Management Certificate (IMC)

CII Diploma in Financial Planning

Job description

Social network you want to login/join with:

Relationship Manager (Private Clients), London

Location:

London, United Kingdom

Job Category:

Banking

EU work permit required:

Yes

Job Reference:

16000_1747143591

Job Views:

5

Posted:

13.05.2025

Expiry Date:

27.06.2025

Job Description:

Do you hold the CISI Level 4 (Investment Advice Diploma - IAD) OR the full Investment Management Certificate (IMC) plus CFA Level 1? Or do you hold the CII diploma in financial planning?

Do you currently have 'transferable' clients who would follow you to a new role with a highly successful and established private wealth management organisation in London?

We are actively seeking applications from individuals from either a wealth management or private banking background. Please note it is essential that you have a strong network you can leverage for this role as well as transferable clients.

In this role, you will focus on generating relationships with new clients using your strong business development skills, as well as managing a portfolio of existing clients. You should have an excellent understanding of regulated financial products and a track record of operating as a relationship manager covering HNW/UHNWI/professional clients in the UK or international markets.

Benefits:

• A highly competitive compensation structure
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and welcomes applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16000

To apply for this vacancy, applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or contacting us), you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients, and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement.

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal, and the wider financial services sector in Scotland.