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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 investment excellence.
- Qualifications: RDR Level 4 qualified, degree-educated, with 6-12 years in wealth management.
- Other info: Hybrid working model available; no sponsorship provided.
The predicted salary is between 79200 - 110000 £ 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. You will work closely with the Director of this team and other partners, contributing to both client relationship management and investment strategy implementation, while playing a pivotal role in business development and portfolio oversight.
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.
- 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 have experience 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 specific examples of how you've successfully managed client relationships and portfolios in the past. Highlight your analytical skills and any successful investment strategies you've implemented.
✨Tip Number 4
Familiarise yourself with the firm’s values and recent achievements. Being able to articulate why you want to work for them and how you align with their mission can set you apart from other candidates.
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 degrees or 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 experiences where you've successfully overseen portfolios or contributed to investment strategies.
Highlight Relevant Skills: In your application, focus on your analytical, communication, and organisational skills. Provide examples of how you've used these skills in previous roles, particularly in managing client portfolios or conducting investment analysis.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that all information is accurate and that your documents reflect a high attention to detail, which is crucial for this role.
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. Be prepared to discuss your experience managing HNW/UHNW clients and how it aligns with the firm's focus on sophisticated client management.
✨Demonstrate Strong Communication Skills
As a Private Client Relationship Manager, excellent communication is key. Practice articulating complex investment strategies in a clear and concise manner. Be ready to provide examples of how you've successfully communicated with clients in the past.
✨Prepare for Client Scenarios
Anticipate questions related to client management and investment strategy implementation. Think of specific scenarios where you had to resolve client issues or implement successful investment strategies, and be ready to discuss these in detail.
✨Research the Firm Thoroughly
Understand the firm's values, investment philosophy, and recent developments in the wealth management sector. This knowledge will not only help you answer questions but also demonstrate your genuine interest in the role and the company.
