Relationship Director (Private Clients)

HNW/UHNW Relationship Director (Private Clients)

London & South East

Basic to £150,000 plus exceptional reward structure.

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.
• Developing and maintaining long term and profitable relationships and ensuring performance in line with the clients stated investment goals.

Candidate

• 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.
• A business development mindset that constantly looks to secure new opportunities is important, but it’s maintaining these relationships, once secured, that is the key to success in this role.

For an initial conversation please contact Chris on 07784 945190, respond directly to this posting or email chris.smith@heatuk.com