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- Tasks: Manage relationships with high-net-worth clients and oversee their investment portfolios.
- Company: Join a leading global wealth management firm with over £40bn in assets.
- Benefits: Enjoy a competitive salary, discretionary bonuses, and comprehensive benefits in a hybrid working model.
- Why this job: Be part of a prestigious team, contributing to client success and investment strategies.
- Qualifications: RDR Level 4 qualified with 6-12 years experience in wealth management; CFA or CAIA preferred.
- Other info: No sponsorship available; only UK work eligible candidates will be considered.
The predicted salary is between 66000 - 77000 £ 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.
This is a great opportunity to support the management of a sophisticated client book comprising high-net-worth and ultra-high-net-worth clients, with responsibility for oversight and advice on investments across different asset classes and strategies.
- Work closely with the Director of the team, partners, and team members, as well as other business areas including investment analysts.
- Contribute to client relationship management and investment strategy implementation.
- Play a pivotal role in business development and portfolio oversight.
- RDR Level 4 qualified (or equivalent) and eligible to advise UK retail clients on securities, derivatives, and other asset classes.
- 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.
- Support Director and Partners in day-to-day client management, maintaining and strengthening existing relationships.
- Oversee portfolio reviews, trade implementation, and periodic reporting.
- 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.
For a private discussion and further details, please contact Sheldon Paule directly at Cameron Kennedy or submit your CV in confidence via the advert. Sponsorship will not be provided. Only candidates who will not require sponsorship to work in the UK at any time will be considered.
Contact Detail:
Cameron Kennedy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Executive - Asset Management
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work with HNW/UHNW clients. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Research the latest trends in asset management and investment strategies. Being well-versed in current market conditions will help you engage in meaningful conversations during interviews and demonstrate your expertise.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships and contributed to business development in your previous roles. Tailoring your experiences to align with the job requirements can set you apart.
✨Tip Number 4
Familiarise yourself with the company's values and mission. Understanding their approach to client service and investment excellence will allow you to articulate how you can contribute to their goals during the interview process.
We think you need these skills to ace Client Service Executive - Asset Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in managing HNW/UHNW clients. Emphasise your qualifications, such as RDR Level 4 or CFA Charterholder status, and showcase your knowledge of financial markets and asset classes.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the role of Private Client Relationship Manager. Discuss your experience in client relationship management and how you can contribute to business development and investment strategy implementation.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as investment analysis, portfolio oversight, and compliance procedures. Use specific examples from your past experiences to demonstrate these skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your attention to detail, which is essential in the wealth management industry.
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 such a sophisticated client book and how you can enhance their investment strategies.
✨Demonstrate Financial Acumen
Showcase your strong knowledge of financial markets and various asset classes during the interview. Be ready to discuss recent market trends and how they could impact investment decisions for HNW/UHNW clients.
✨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 enhance client relationships and drive business development.
✨Prepare for Compliance Questions
Since compliance is crucial in wealth management, be prepared to discuss your understanding of KYC procedures and how you ensure adherence to regulatory requirements. This will demonstrate your commitment to maintaining high standards in client service.
