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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, driving client success and business growth.
- Qualifications: RDR Level 4 qualified; 6-12 years experience in wealth management required.
- Other info: Hybrid working model; no sponsorship provided for applicants.
The predicted salary is between 79200 - 110000 £ per year.
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. They are 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 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.
Private Client Relationship Manager - HNW / UHNW (City of London) 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 (City of London)
✨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
Familiarise yourself with the latest trends in investment strategies and asset classes relevant to HNW/UHNW clients. This knowledge will not only help you in interviews but also demonstrate your commitment to staying informed.
✨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
Research the firm thoroughly, including their values, recent news, and client success stories. Tailoring your conversation to align with their mission can set you apart during discussions with the hiring team.
We think you need these skills to ace Private Client Relationship Manager - HNW / UHNW (City of London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in managing HNW/UHNW clients. Emphasise your qualifications, such as RDR Level 4 and any additional certifications like CFA or CAIA, to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of wealth management and your ability to build strong client relationships. Mention specific achievements in your previous roles that demonstrate your skills in investment strategy implementation and client service.
Highlight Relevant Skills: In your application, focus on key skills such as analytical abilities, communication, and organisational skills. Provide examples of how you've successfully managed client portfolios and contributed to business development in past positions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects attention to detail, which is crucial for a role in wealth management.
How to prepare for a job interview at Cameron Kennedy
✨Know Your Client Base
Familiarise yourself with the specific needs and expectations of high-net-worth and ultra-high-net-worth clients. Be prepared to discuss how your experience aligns with managing sophisticated client portfolios and how you can enhance their investment strategies.
✨Demonstrate Financial Acumen
Showcase your knowledge of financial markets, asset classes, and investment research during the interview. Be ready to discuss recent market trends and how they could impact client portfolios, as this will demonstrate your analytical skills and industry awareness.
✨Highlight Collaborative Experience
Since the role involves working closely with directors and partners, emphasise your ability to collaborate effectively within a team. Share examples of past experiences where teamwork led to successful outcomes in client management or investment strategy implementation.
✨Prepare for Client Scenarios
Anticipate questions related to client management scenarios, such as handling difficult client situations or presenting investment strategies. Practising these responses will help you convey confidence and readiness to take on the responsibilities of the role.
