Relationship Manager (Ultra-High-Net-Worth)

Core-Asset Consulting Ltd; London; On-site; GBP 60,000 - 120,000; Full time

Job summary

A boutique investment organization in London is searching for a qualified individual from a wealth management or private banking background. The position requires exceptional business development skills to generate relationships and manage a portfolio of UHNWI clients. Successful candidates will have a strong network, relevant financial qualifications, and experience dealing with offshore investments.

Benefits

Competitive compensation structure including an equity plan

Wider benefits package

Qualifications

• Experience in wealth management or private banking.
• Possess a strong network and a portfolio of transferable clients.
• Ability to manage UHNWI and professionals.

Responsibilities

• Generate relationships with new clients through business development skills.
• Manage a portfolio of existing clients, ensuring excellent service delivery.
• Deal with clients having offshore investments.

Skills

Business development

Network leveraging

Client relationship management

Understanding of regulated financial products

Education

CISI Level 4 Diploma or Level 6 or IMC plus CFA Level 1

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 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 a couple of transferable clients either now or in 6 months' time.

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 UHNWI/professional clients either in the UK or international markets.

It is essential that the role holder has experience of 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 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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