At a Glance
- Tasks: Build and manage relationships with ultra-high-net-worth clients while developing new business opportunities.
- Company: Join a successful boutique investment firm in London, specialising in wealth management.
- Benefits: Enjoy a competitive salary, equity plan, and a comprehensive benefits package.
- Why this job: This role offers the chance to leverage your network and make a real impact in finance.
- Qualifications: CISI Level 4/6 or IMC plus CFA Level 1 required; strong client network essential.
- Other info: Core-Asset Consulting values diversity and welcomes applicants from all backgrounds.
The predicted salary is between 43200 - 72000 £ per year.
Do you hold the CISI Level 4 (Investment Advice Diploma – IAD) OR Level 6 OR the full Investment Management Certificate (IMC) plus CFA Level 1? If not, are you happy to complete these qualifications?
Do you currently have clients who would follow you to a new role with a highly successful and boutique investment 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 a couple of transferable clients either now or in 6 months\’ time.
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 UHNWI/professional clients either in the UK or international markets.
It is essential that the role holder has experience of dealing with clients who have offshore investments .
Benefits:
- A highly competitive compensation structure including an equity plan
- Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome 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 getting in touch with our business) 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
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
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Relationship Manager (Ultra-High-Net-Worth) employer: Core-Asset Consulting Ltd
Contact Detail:
Core-Asset Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager (Ultra-High-Net-Worth)
✨Tip Number 1
Leverage your existing network to identify potential clients who may be interested in your services. Reach out to former colleagues, industry contacts, and even friends to discuss your move and gauge their interest in following you to a new role.
✨Tip Number 2
Stay updated on the latest trends and regulations in wealth management and private banking. This knowledge will not only enhance your credibility but also help you engage more effectively with potential clients during networking events or meetings.
✨Tip Number 3
Consider attending industry conferences and seminars focused on ultra-high-net-worth individuals. These events are excellent opportunities to meet potential clients and other professionals in the field, allowing you to expand your network further.
✨Tip Number 4
Prepare a compelling personal pitch that highlights your experience and the value you can bring to potential clients. Practising this pitch will help you communicate your strengths confidently when meeting new contacts or during interviews.
We think you need these skills to ace Relationship Manager (Ultra-High-Net-Worth)
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to clearly state your qualifications, such as the CISI Level 4, Level 6, or the full Investment Management Certificate (IMC) along with CFA Level 1. If you are willing to complete these qualifications, mention that too.
Showcase Your Network: Emphasise your existing client relationships and how they could potentially follow you to this new role. Provide specific examples of clients or networks that demonstrate your ability to leverage connections in the ultra-high-net-worth space.
Demonstrate Business Development Skills: In your application, illustrate your business development skills with concrete examples. Discuss how you have successfully generated new client relationships in previous roles, particularly within wealth management or private banking.
Detail Your Experience with UHNWI Clients: Clearly outline your experience dealing with ultra-high-net-worth individuals and offshore investments. Use specific metrics or achievements to highlight your success in managing a portfolio of professional clients.
How to prepare for a job interview at Core-Asset Consulting Ltd
✨Showcase Your Qualifications
Make sure to highlight your CISI Level 4, Level 6, or the full Investment Management Certificate (IMC) along with CFA Level 1 during the interview. If you are in the process of completing these qualifications, be prepared to discuss your progress and how it will benefit your role as a Relationship Manager.
✨Leverage Your Network
Since this role requires a strong network, come prepared with examples of how you've successfully leveraged your connections in the past. Discuss any clients who may follow you to this new position, as this will demonstrate your ability to generate business and maintain relationships.
✨Demonstrate Your Business Development Skills
Be ready to share specific examples of how you've developed new client relationships in previous roles. Highlight your strategies for attracting ultra-high-net-worth individuals and how you plan to apply those skills in this new position.
✨Understand Offshore Investments
Given the importance of offshore investments in this role, ensure you have a solid understanding of the relevant financial products. Be prepared to discuss your experience dealing with such investments and how you can assist clients in navigating these options.