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For Companies At a Glance
- Tasks: Manage high-net-worth client relationships and oversee investment strategies.
- Company: Join a global wealth management firm with over £40bn in assets.
- Benefits: Enjoy a competitive salary, discretionary bonus, and comprehensive benefits.
- Why this job: Be part of a respected team, contributing to client success and business growth.
- Qualifications: RDR Level 4 qualified, with 6-12 years in wealth management preferred.
- Other info: Hybrid working model available; no sponsorship provided.
The predicted salary is between 66000 - 88000 £ 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.
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. You will have responsibility for oversight and advice on investments of clients 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 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 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.
Private Client Relationship Manager - HNW / UHNW employer: Cameron Kennedy
Contact Detail:
Cameron Kennedy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Relationship Manager - HNW / UHNW
✨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 firm's culture.
✨Tip Number 2
Stay updated on current financial market trends and investment strategies relevant to HNW/UHNW clients. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss your previous experience managing client portfolios, focusing on specific outcomes and how you added value. Be ready to share examples of how you've built and maintained strong client relationships.
✨Tip Number 4
Familiarise yourself with the firm’s investment philosophy and recent performance. Being able to articulate how your skills align with their approach will set you apart during discussions.
We think you need these skills to ace Private Client Relationship Manager - HNW / UHNW
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth and ultra-high-net-worth clients. Emphasise your qualifications, such as RDR Level 4 or CISI Level 6, and any relevant certifications like CFA or CAIA.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of wealth management and your ability to manage client relationships. Mention specific achievements in your previous roles that demonstrate your skills in investment strategy implementation and client service.
Highlight Relevant Experience: In your application, focus on your 6-12 years of experience in managing HNW/UHNW clients. Provide examples of how you've successfully overseen portfolios and contributed to business development initiatives.
Showcase Communication Skills: Since excellent communication is key for this role, ensure your application reflects your strong analytical and organisational skills. Use clear and concise language, and consider including examples of how you've effectively communicated with clients in the past.
How to prepare for a job interview at Cameron Kennedy
✨Showcase Your Expertise
Make sure to highlight your qualifications, especially your RDR Level 4 and any advanced certifications like CISI Level 6 or CFA. Discuss your experience managing HNW/UHNW clients and how it aligns with the firm's focus on sophisticated client management.
✨Demonstrate Strong Communication Skills
Since this role involves maintaining and strengthening client relationships, practice articulating your thoughts clearly and confidently. Be prepared to discuss how you've effectively communicated complex investment strategies to clients in the past.
✨Prepare for Client Scenarios
Anticipate questions about how you would handle specific client situations or challenges. Think of examples from your previous roles where you successfully managed client expectations or resolved issues, as this will demonstrate your problem-solving skills.
✨Research the Firm Thoroughly
Familiarise yourself with the firm's history, values, and recent developments in the wealth management sector. Being knowledgeable about their asset management strategies and client service record will show your genuine interest in the position.
