Senior Private Client Relationship Director - UK

Heat Recruitment; England; On-site; GBP 135,000 - 165,000; Full time

Job summary

A UK investment firm is seeking a Private Client Relationship Manager/Director to provide complex investment advice and manage high-profile client relationships. The ideal candidate must be CISI/CFA Level 6 qualified, with a solid background in private client discretionary management. This full-time role offers competitive compensation and an opportunity to leverage an existing mature client book.

Qualifications

• Must be CISI/CFA Level 6 qualified.
• Solid background as a private client discretionary relationship manager.
• A track record of building long-lasting client relationships.

Responsibilities

• Providing complex investment advice to existing and new clients.
• Managing high-profile client relationships.
• Ensuring performance aligns with client goals.

Skills

CISI/CFA Level 6 qualification

Relationship management

Investment advice

Client development

Job description

A UK investment firm is seeking a Private Client Relationship Manager/Director to provide complex investment advice and manage high-profile client relationships. The ideal candidate must be CISI/CFA Level 6 qualified, with a solid background in private client discretionary management. This full-time role offers competitive compensation and an opportunity to leverage an existing mature client book.