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For Companies At a Glance
- Tasks: Manage relationships with high-net-worth clients and oversee their investment portfolios.
- Company: Join a leading global wealth management firm known for client service and investment excellence.
- Benefits: Enjoy hybrid working, competitive salary, bonuses, and comprehensive benefits.
- Why this job: Be part of a prestigious firm with opportunities for professional growth and a collaborative culture.
- Qualifications: RDR Level 4 qualified, degree-educated, with 7-10 years experience in wealth management.
- Other info: Confidential application process; no sponsorship provided.
The predicted salary is between 80000 - 120000 £ per year.
A leading global wealth management firm, with a strong reputation for client service and investment excellence, is seeking a highly skilled Client Relationship Manager to join their Central London team.
The Opportunity
This is a rare chance to join a prestigious and highly regarded global wealth management business, supporting the management of a sophisticated client book comprising high-net-worth and ultra-high-net-worth individuals and have responsibility for oversight and advice on investments of clients wherever they are held. You will work closely with senior leadership, 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.
- Strong preference for CISI LEVEL 6 certificate (PCIAM).
- Degree-educated; CFA Charterholder highly advantageous.
- At least 7-10 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 Directors and Partners in day-to-day client management, maintaining and strengthening existing relationships.
- Assist in preparing and presenting to prospective clients, and support new business initiatives.
- 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.
- Ensure robust KYC and compliance procedures are maintained.
- Aspire to manage your own client book as you progress.
Why Apply?
- Join a highly respected, international wealth management firm with a strong London and international presence.
- Enjoy a hybrid working environment and a supportive, collaborative culture.
- Attractive compensation package, including bonus and comprehensive benefits.
- Opportunity for professional growth and progression to manage your own client portfolio.
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.
Relationship Manager - HNW /UHNW employer: Cameron Kennedy
Contact Detail:
Cameron Kennedy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land 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 about the latest trends in client relationship management.
✨Tip Number 2
Stay updated on financial markets and investment strategies relevant to HNW/UHNW individuals. Subscribe to industry publications or follow thought leaders on social media to enhance your knowledge and demonstrate your expertise during interviews.
✨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 successfully built relationships and implemented investment strategies that benefited your clients.
✨Tip Number 4
Familiarise yourself with the compliance and KYC procedures relevant to wealth management. Showing a strong understanding of these processes can set you apart from other candidates and demonstrate your commitment to maintaining high standards.
We think you need these skills to ace 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 and any relevant certifications like CISI Level 6 or CFA, 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 manage client relationships effectively. Mention specific examples of how you've contributed to business development and investment strategy in previous roles.
Highlight Relevant Skills: In your application, focus on key skills mentioned in the job description, such as communication, analytical abilities, and attention to detail. Provide concrete examples of how you've demonstrated these skills in your past work.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your professionalism and attention to detail, which are crucial in wealth management.
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 higher certifications like CISI Level 6 or CFA. Be prepared to discuss how your experience aligns with managing HNW/UHNW clients and the specific investment strategies you've implemented.
✨Demonstrate Strong Communication Skills
As a Relationship Manager, communication is key. Practice articulating complex financial concepts in a clear and concise manner. Prepare examples of how you've successfully communicated with clients in the past, particularly during portfolio reviews or client meetings.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and client management skills. Think of scenarios where you had to handle difficult client situations or make critical investment decisions, and be ready to explain your thought process and outcomes.
✨Research the Firm Thoroughly
Familiarise yourself with the firm's values, recent news, and their approach to wealth management. This will not only help you tailor your responses but also demonstrate your genuine interest in the role and the company during the interview.
