Senior Relationship Director – HNW Wealth (UK & Americas)

Eden Rose; Liverpool; On-site; GBP 127,000 - 150,000; Full time

Job summary

A growing international wealth management firm in the UK is looking for a Relationship Manager / Director to provide complex investment advice to high and ultra-high net worth clients in the UK and Americas. This role focuses on developing long-term, profitable relationships while ensuring performance aligns with clients' investment goals. The ideal candidate must be CISI Level 6 (PCIAM) qualified and have a solid background in private client discretionary investment management.

Benefits

Fantastic bonus and full package

Qualifications

• CISI Level 6 (PCIAM) qualification is a minimum requirement.
• Solid background in UK wealth management as a private client discretionary investment manager.
• Existing book of clients to leverage business opportunities.

Responsibilities

• Provide complex investment advice to HNW and UHNW clients.
• Develop and maintain long-term, profitable relationships.
• Ensure performance aligns with clients' investment goals.

Skills

CISI Level 6 (PCIAM) Qualified

Background as private client discretionary investment manager

Business development mindset

Job description

A growing international wealth management firm in the UK is looking for a Relationship Manager / Director to provide complex investment advice to high and ultra-high net worth clients in the UK and Americas. This role focuses on developing long-term, profitable relationships while ensuring performance aligns with clients' investment goals. The ideal candidate must be CISI Level 6 (PCIAM) qualified and have a solid background in private client discretionary investment management.