Commercial Engagement Officer

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Eden Rose
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Posted 4 days ago
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About the role

Private Client Relationship Manager/Director Nationwide An international employee-owned wealth management firm undergoing considerable growth within the UK market. Providing 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. 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 UK clients from which to leverage business opportunities is essential together with a track record of building and maintaining long lasting profitable relationships.

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