Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage high-net-worth client relationships and oversee investment strategies.
- Company: Join a global wealth management firm with over £40bn in assets.
- Benefits: Enjoy a competitive salary, discretionary bonus, and comprehensive benefits.
- Why this job: Be part of a respected team, influencing investment decisions for affluent clients.
- Qualifications: RDR Level 4 qualified; degree-educated with 6-12 years in wealth management.
- Other info: Hybrid working model in Central London; no sponsorship available.
The predicted salary is between 79200 - 110000 £ per year.
A global HNWI/UHNWI wealth management firm, with oversight of assets in excess of £40bn, is seeking a highly skilled and collaborative Private Client Relationship Manager to join their Central London team.
The Opportunity
This is a great opportunity to join a highly regarded global wealth management business, supporting the management of a sophisticated client book comprising high-net-worth and ultra-high-net-worth clients. You will have responsibility for oversight and advice on investments of clients across different asset classes and strategies. Acting as the number 2 in the team with oversight of circa £2.4bn, you will work closely with the Director of this team, and other partners and team members, as well as other business areas including investment analysts and the investment management team. You will contribute to both client relationship management and investment strategy implementation, while playing a pivotal role in business development and portfolio oversight. Over time, you will be expected to run your own book of clients.
Skills & Experience Required
- RDR Level 4 qualified (or equivalent) and eligible to advise UK retail clients on securities and derivatives and other asset classes.
- Strong preference for CISI LEVEL 6 certificate (PCIAM).
- Degree-educated; CFA Charterholder or CAIA is highly advantageous.
- 6-12 years demonstrable experience managing or assisting with a book of HNW/UHNW clients within wealth or investment management.
- Strong knowledge of financial markets, asset classes, and investment research.
- Excellent communication, analytical, and organisational skills.
- High attention to detail, with a proactive and collaborative approach.
Key Responsibilities
- Support Director and Partners in day-to-day client management, maintaining and strengthening existing relationships.
- Oversee portfolio reviews, trade implementation, and periodic reporting.
- Respond professionally and promptly to client queries, ensuring all documentation is accurate and up to date.
- Conduct portfolio modelling, implement investment strategies, and monitor post-trade activity.
- Prepare for and contribute to client meetings, including leading meetings when required.
- Undertake investment analysis and research, providing critical insights and recommendations across multiple types of assets.
- Assist in preparing and presenting to prospective clients, and support new business initiatives.
- Ensure robust KYC and compliance procedures are maintained.
- Aspire to manage your own client book as you progress.
To Apply
This search is being conducted on a strictly confidential basis. For a private discussion and further details, please contact Sheldon Paule directly at Cameron Kennedy or submit your CV in confidence via the advert. All applications and enquiries will be handled with the utmost discretion. Sponsorship will not be provided. Only candidates who will not require sponsorship to work in the UK at any time will be considered.
Private Client Relationship Manager - HNW / UHNW employer: Cameron Kennedy
Contact Detail:
Cameron Kennedy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Relationship Manager - HNW / UHNW
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who have experience with HNW/UHNW clients. Attend industry events or webinars to connect with potential colleagues and learn more about the firm's culture.
✨Tip Number 2
Familiarise yourself with the latest trends in investment strategies and asset classes relevant to HNW/UHNW clients. This knowledge will not only help you in interviews but also demonstrate your commitment to staying informed in a rapidly changing market.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships and portfolios in the past. Highlight your analytical skills and any successful investment strategies you've implemented to showcase your expertise.
✨Tip Number 4
Research the firm thoroughly, including their values, recent news, and client success stories. Tailoring your conversation to align with their mission and demonstrating your understanding of their client base will set you apart from other candidates.
We think you need these skills to ace Private Client Relationship Manager - HNW / UHNW
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth and ultra-high-net-worth clients. Emphasise your qualifications, such as RDR Level 4 or CISI Level 6, and any relevant certifications like CFA or CAIA.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry and your ability to manage client relationships. Mention specific achievements in client management and investment strategy implementation.
Highlight Relevant Experience: In your application, focus on your 6-12 years of experience in wealth or investment management. Provide examples of how you've successfully managed portfolios and contributed to business development.
Showcase Soft Skills: Demonstrate your excellent communication, analytical, and organisational skills in your application. Use specific examples to illustrate your proactive and collaborative approach to client management.
How to prepare for a job interview at Cameron Kennedy
✨Know Your Client Base
Familiarise yourself with the characteristics and needs of high-net-worth and ultra-high-net-worth clients. Be prepared to discuss how your experience aligns with managing sophisticated portfolios and how you can enhance client relationships.
✨Demonstrate Financial Acumen
Showcase your knowledge of financial markets, asset classes, and investment strategies. Be ready to discuss recent market trends and how they could impact client portfolios, as well as your approach to investment analysis.
✨Highlight Collaborative Skills
Emphasise your ability to work closely with directors, partners, and other team members. Provide examples of how you've successfully collaborated in previous roles to achieve client satisfaction and business development goals.
✨Prepare for Client Scenarios
Anticipate questions about how you would handle specific client situations or challenges. Prepare to discuss your approach to portfolio management, trade implementation, and responding to client queries effectively.
