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- Tasks: Build and manage relationships with high-net-worth clients while developing new business opportunities.
- Company: Join a leading private wealth management firm in London, known for its success and expertise.
- Benefits: Enjoy a competitive salary and a comprehensive benefits package tailored for your needs.
- Why this job: This role offers a chance to leverage your network and make a real impact in wealth management.
- Qualifications: Must hold relevant financial qualifications and have a strong client network to succeed.
- Other info: Core-Asset Consulting values diversity and welcomes applicants from all backgrounds.
The predicted salary is between 43200 - 72000 £ per year.
Social network you want to login/join with: Relationship Manager (Private Clients), London Location: London, United Kingdom Job Category: Banking EU work permit required: Yes Job Reference: 16000_1747143591 Job Views: 5 Posted: 13.05.2025 Expiry Date: 27.06.2025 Job Description: 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 managing a portfolio of existing clients. You should have an excellent understanding of regulated financial products and a track record of operating as a relationship manager covering HNW/UHNWI/professional clients in the UK or international markets. Benefits: A highly competitive compensation structure Wider Benefits package Core-Asset Consulting is an equal opportunities recruiter and welcomes applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy. Job reference: 16000 To apply for this vacancy, applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006. At Core-Asset, we\’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you\’re happy with any changes. By engaging with us (either by applying for a job we\’re advertising, registering through our website, or contacting us), you\’re agreeing to be bound by this policy. Core-Asset Consulting is committed to protecting the privacy of our candidates, clients, and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement . Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal, and the wider financial services sector in Scotland. #J-18808-Ljbffr
Relationship Manager (Private Clients) employer: Core-Asset Consulting
Contact Detail:
Core-Asset Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager (Private Clients)
✨Tip Number 1
Leverage your existing network! Since this role requires a strong network of transferable clients, reach out to your contacts and let them know you're exploring new opportunities. This can help you gauge interest and potentially secure clients who would follow you.
✨Tip Number 2
Showcase your business development skills. Prepare specific examples of how you've successfully generated new client relationships in the past. This will demonstrate your capability to excel in this role and attract attention from hiring managers.
✨Tip Number 3
Stay updated on financial products and market trends. Having a solid understanding of regulated financial products is crucial. Consider attending relevant workshops or webinars to enhance your knowledge and show your commitment to professional development.
✨Tip Number 4
Prepare for networking events. Attend industry conferences or local meetups where you can connect with potential clients and other professionals in wealth management. Building relationships in person can significantly boost your chances of landing this role.
We think you need these skills to ace Relationship Manager (Private Clients)
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to clearly mention your qualifications such as the CISI Level 4, IMC, or CII diploma in financial planning. These are essential for the role and should be prominently featured in your CV and cover letter.
Showcase Your Network: Emphasise your existing client relationships and how they can transfer to this new role. Provide specific examples of how your strong network has benefited your previous employers.
Demonstrate Business Development Skills: In your application, include examples of your business development successes. Highlight any strategies you used to generate new client relationships and manage existing portfolios effectively.
Tailor Your Application: Customise your CV and cover letter to reflect the specific requirements of the Relationship Manager position. Use keywords from the job description to ensure your application stands out to recruiters.
How to prepare for a job interview at Core-Asset Consulting
✨Showcase Your Network
Since this role requires a strong network, be prepared to discuss your existing relationships with clients. Highlight how these connections can benefit the company and demonstrate your ability to bring in new business.
✨Demonstrate Financial Knowledge
Make sure you have a solid understanding of regulated financial products and current market trends. Be ready to discuss how your qualifications, like the CISI Level 4 or CFA Level 1, have equipped you to advise high-net-worth clients effectively.
✨Prepare for Behavioural Questions
Expect questions that assess your business development skills and client management experience. Use the STAR method (Situation, Task, Action, Result) to structure your answers and provide concrete examples from your past roles.
✨Express Your Passion for Wealth Management
Convey your enthusiasm for the wealth management sector and your commitment to providing exceptional service to clients. Share any relevant experiences that illustrate your dedication to helping clients achieve their financial goals.
