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- Tasks: Manage relationships with high-net-worth clients and oversee investment strategies.
- Company: Join a leading global wealth management firm with over £40bn in assets.
- Benefits: Enjoy a competitive salary, discretionary bonus, and comprehensive benefits in a hybrid work model.
- Why this job: Be part of a respected team, making a real impact on clients' financial futures.
- 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.
They are a global HNWI/UHNWI wealth management firm, with oversight of assets in excess of £40bn, 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.
You will work closely with the Director of this team, 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.
- 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.
Client Service & Support Director employer: Cameron Kennedy
Contact Detail:
Cameron Kennedy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service & Support Director
✨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 wealth management and investment strategies. Being knowledgeable about current market conditions and asset classes will help you stand out during discussions with interviewers.
✨Tip Number 3
Prepare to discuss your previous experience managing HNW/UHNW client portfolios in detail. Be ready to share specific examples of how you've added value to clients and contributed to business development.
✨Tip Number 4
Familiarise yourself with the company's values and mission. Tailor your conversations to reflect how your personal approach to client service aligns with their commitment to excellence in wealth management.
We think you need these skills to ace Client Service & Support Director
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 CFA Charterholder, 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 passion for client service. Mention how your skills align with the responsibilities outlined in the job description, particularly in investment strategy implementation and business development.
Highlight Relevant Experience: In your application, focus on your 6-12 years of experience in wealth or investment management. Provide specific examples of how you've successfully managed client portfolios and contributed to investment analysis and research.
Proofread and Edit: Before submitting your application, carefully proofread your documents for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services sector.
How to prepare for a job interview at Cameron Kennedy
✨Showcase Your Client Management Skills
As a Private Client Relationship Manager, your ability to manage and strengthen client relationships is crucial. Prepare examples from your past experiences where you successfully handled HNW/UHNW clients, demonstrating your interpersonal skills and ability to provide tailored advice.
✨Demonstrate Financial Acumen
Given the role's focus on investment strategy and portfolio oversight, be ready to discuss your knowledge of financial markets and asset classes. Brush up on recent market trends and be prepared to share insights or analyses that showcase your expertise.
✨Prepare for Technical Questions
Expect questions related to compliance, KYC procedures, and investment analysis. Familiarise yourself with the latest regulations and best practices in wealth management to show that you are well-versed in the necessary protocols.
✨Highlight Your Collaborative Spirit
This role involves working closely with directors, partners, and other teams. Be prepared to discuss how you've successfully collaborated in previous roles, emphasising your teamwork skills and ability to contribute to business development initiatives.
