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Relationship Manager

Core-Asset Consulting Ltd

London

On-site

GBP 50,000 - 90,000

Full time

30+ days ago

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An established industry player in private wealth management is seeking a dynamic professional with a strong network and proven business development skills. This exciting role involves generating new client relationships and managing a portfolio of high-net-worth individuals. The ideal candidate will possess relevant qualifications such as the CISI Level 4 or IMC, and will thrive in a collaborative environment focused on delivering exceptional financial services. If you are ready to take your career to the next level and make a significant impact in the wealth management sector, this opportunity is for you.

Highly Competitive Compensation Structure

Wider Benefits Package

Experience in wealth management or private banking is essential.
Must have a strong network and transferable clients.

Generate relationships with new clients and manage existing portfolios.
Leverage strong business development skills to grow the client base.

Business Development Skills

Client Relationship Management

Understanding of Regulated Financial Products

CISI Level 4 (Investment Advice Diploma - IAD)

Investment Management Certificate (IMC)

CFA Level 1

CII Diploma in Financial Planning

Do you hold the CISI Level 4 (Investment Advice Diploma - IAD) OR the full Investment Management Certificate (IMC) plus CFA Level 1? Or do you hold the CII diploma in financial planning?

Do you currently have 'transferable' clients who would follow you to a new role with a highly successful and established private wealth management 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 transferable clients.

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

Benefits: