Relationship Manager (Private Clients)

Core-Asset Consulting Ltd; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dynamic professional with a wealth management background to join their London team. This role emphasizes the importance of strong business development skills and a robust network of transferable clients. You will be responsible for nurturing relationships with high-net-worth individuals and managing existing client portfolios, ensuring exceptional service and understanding of regulated financial products. Join a highly successful organization that values your expertise and offers a competitive compensation structure along with a comprehensive benefits package. If you're ready to take the next step in your career, this opportunity is perfect for you.

Benefits

Highly Competitive Compensation Structure

Wider Benefits Package

Qualifications

• Strong network of transferable clients is essential for this role.
• Experience in wealth management or private banking is preferred.

Responsibilities

• Generate relationships with new clients using business development skills.
• Manage a portfolio of existing clients, focusing on HNW/UHNWI clients.

Skills

Business Development Skills

Relationship Management

Understanding of Regulated Financial Products

Networking

Education

CISI Level 4 (Investment Advice Diploma - IAD)

Investment Management Certificate (IMC)

CFA Level 1

CII Diploma in Financial Planning

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 looking after a portfolio of existing clients.You will have an excellent understanding of regulated financial products coupled with a track record of operating as a relationship manager covering a client base of HNW/UHNWI/professional clients either in the UK or international markets.

Benefits:

• A highly competitive compensation structure
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome 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.

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

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