Client Relationship Manager - Cameron Kennedy
Client Relationship Manager - Cameron Kennedy

Client Relationship Manager - Cameron Kennedy

London Full-Time 66000 - 77000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage high-net-worth client relationships and oversee investment strategies.
  • Company: Join a leading global wealth management firm with over £40bn in assets.
  • Benefits: Enjoy a competitive salary, discretionary bonuses, and comprehensive benefits.
  • Why this job: Be part of a collaborative team focused on client success and investment excellence.
  • Qualifications: RDR Level 4 qualified with 6-12 years of experience in wealth management.
  • Other info: This role offers hybrid working in Central London.

The predicted salary is between 66000 - 77000 £ per year.

Private Client Relationship Manager - HNW / UHNW (Central London, Hybrid Working Model)

Salary: To £110,000 maximum + Discretionary Bonus + Comprehensive Benefits

They are a global HNWI/UHNWI wealth management firm, with oversight of assets in excess of £40bn, with an enviable record for client service and protection as well as a strong record of advisory investment excellence across a broad range of multiple asset classes, 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 and have responsibility for oversight and advice on investments of clients wherever they are held 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 other divisions including 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 a period of 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.
  • Analytical review and investment analysis of client suggestions.
  • 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.

Client Relationship Manager - Cameron Kennedy employer: Cameron Kennedy

As a leading global wealth management firm based in Central London, we pride ourselves on fostering a collaborative and dynamic work culture that prioritises employee growth and development. With a competitive salary package, comprehensive benefits, and the opportunity to manage a sophisticated client book, we empower our Client Relationship Managers to excel in their roles while contributing to our enviable reputation for client service excellence.
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Contact Detail:

Cameron Kennedy Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Relationship Manager - Cameron Kennedy

✨Tip Number 1

Network with professionals in the wealth management sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can give you insights into the company culture and may even lead to referrals.

✨Tip Number 2

Familiarise yourself with the latest trends in high-net-worth and ultra-high-net-worth client management. Read up on investment strategies and market analysis to demonstrate your knowledge during interviews. This will show that you're proactive and well-informed.

✨Tip Number 3

Prepare to discuss your experience with managing HNW/UHNW clients in detail. Be ready to share specific examples of how you've successfully built and maintained client relationships, as well as any challenges you've overcome in this area.

✨Tip Number 4

Research the firm thoroughly before your interview. Understand their values, services, and recent news. Tailoring your conversation to align with their mission can set you apart from other candidates and show your genuine interest in the role.

We think you need these skills to ace Client Relationship Manager - Cameron Kennedy

Client Relationship Management
Investment Strategy Implementation
Portfolio Oversight
Financial Markets Knowledge
Asset Class Expertise
Analytical Skills
Communication Skills
Organisational Skills
Attention to Detail
Proactive Approach
Collaboration Skills
RDR Level 4 Qualification
CISI Level 6 Certificate (PCIAM)
CFA Charterholder or CAIA
Business Development Skills
KYC and Compliance Procedures

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in managing high-net-worth and ultra-high-net-worth clients. Emphasise your qualifications, such as RDR Level 4 or CISI Level 6, and any specific achievements in client relationship management.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry and your ability to contribute to client relationship management. Mention specific skills like communication and analytical abilities that align with the job requirements.

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 client portfolios and contributed to business development.

Showcase Your Analytical Skills: Since the role involves investment analysis and strategy implementation, include examples of your analytical work. Discuss any portfolio modelling or investment research you've conducted that led to successful outcomes for clients.

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 (HNW) and ultra-high-net-worth (UHNW) clients. Be prepared to discuss how your experience aligns with managing such a sophisticated client book, and think about specific strategies you would implement to enhance their investment portfolios.

✨Demonstrate Financial Acumen

Showcase your knowledge of financial markets, asset classes, and investment strategies during the interview. Prepare to discuss recent market trends and how they could impact HNW/UHNW clients, as well as any relevant analytical tools or methodologies you use in your investment analysis.

✨Highlight Communication Skills

As a Client Relationship Manager, excellent communication is key. Be ready to provide examples of how you've successfully managed client relationships in the past, particularly in challenging situations. Emphasise your ability to convey complex financial information clearly and effectively.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving skills and decision-making process. Think about potential client scenarios you might face and how you would handle them, including maintaining compliance and KYC procedures while ensuring client satisfaction.

Client Relationship Manager - Cameron Kennedy
Cameron Kennedy
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