Relationship Manager (Ultra-High-Net-Worth)

Core-Asset Consulting; London; On-site; GBP 70,000 - 120,000; Full time

Job summary

A boutique investment organization in London is seeking a Relationship Manager to focus on ultra-high-net-worth clients. Successful candidates will possess a strong network and a background in wealth management, with the ability to manage existing client portfolios and generate new business relationships. This role demands an understanding of regulated financial products and experience dealing with offshore investments.

Benefits

Competitive compensation structure including an equity plan

Comprehensive wider benefits package

Qualifications

• Experience in wealth management or private banking.
• Willingness to obtain required financial qualifications.
• Proven ability to handle offshore investments.

Responsibilities

• Generate relationships with new clients.
• Manage a portfolio of existing clients.
• Leverage and expand a strong professional network.

Skills

Business development skills

Strong network in wealth management

Understanding of regulated financial products

Experience with UHNWI clients

Education

CISI Level 4, Level 6 or Investment Management Certificate plus CFA Level 1

Job description

Relationship Manager (Ultra-High-Net-Worth), London

Location:

London, United Kingdom

Job Category:

Banking

EU work permit required:

Yes

Job Reference:

16000_1753293436

Job Views:

11

Posted:

23.07.2025

Expiry Date:

06.09.2025

Job Description:

Do you hold the CISI Level 4 (Investment Advice Diploma - IAD) OR Level 6 OR the full Investment Management Certificate (IMC) plus CFA Level 1? If not, are you happy to complete these qualifications?

Do you currently have clients who would follow you to a new role with a highly successful and boutique investment organisation in London?

We are actively seeking applications from individuals with a wealth management or private banking background. It is essential that you have a strong network to leverage for this role as well as a couple of transferable clients now or in 6 months' time.

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

It is essential that the role holder has experience dealing with clients who have offshore investments.

Benefits:

• A highly competitive compensation structure including an equity plan
• Wider Benefits package

Core-Asset Consulting is an equal opportunities employer and welcomes applications from all qualified individuals regardless of age, disability, gender, gender identity or expression, race, ethnicity, sexual orientation, religion, marital/civil partner status, or pregnancy.

Job reference: 16000

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 provides recruitment services to asset management, finance, legal, and wider financial sectors in Scotland.