Relationship Director (Private Clients)

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Eden Rose
ScreenedJust posted
London
Posted 1 day ago
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About the role

Private Client Relationship Director (HNW/UHNW)

London & South East

Basic to £120,000 plus exceptional reward structure.



For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.

Company

  • An international employee-owned wealth management firm undergoing considerable growth within the UK market.


Role

  • Responsible for the provision of complex investment advice to existing and new HNW/UHNW clients, and the development and ongoing management of high profile client relationships to ensure performance in line with their stated goals.


Candidate

  • YOU MUST BE CISI/CFA LEVEL 6 QUALIFIED AS AN ABSOLUTE MINIMUM.
  • You will have a solid and stable background as a private client discretionary relationship/investment manager within a UK private banking or wealth management environment.
  • A mature book of existing clients from which to leverage business opportunities is essential. xwzovoh
  • A track record of building and maintaining long lasting profitable relationships, is the key to success in this role.


For an initial conversation please contact Chris on , respond directly to this posting or email

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