Private Client Relationship Manager - HNW / UHNW London Cameron Kennedy Full time

Private Client Relationship Manager – HNW / UHNW

This is a new role for an experienced client relationship manager to join as No. 2, managing an expanding asset book of over £2bn. The ideal candidate has broad experience working with HNW/UHNW clients and advising across multiple asset classes.

Position: Private Client Relationship Manager – HNW/UHNW
Location: Central London, Hybrid Working Model
Salary: Up to £110,000 + Discretionary Bonus + Comprehensive Benefits

We are a global HNWI/UHNWI wealth management firm overseeing assets exceeding £40bn. We pride ourselves on client service, protection, and advisory investment excellence across a broad range of asset classes. We seek a highly skilled, collaborative Private Client Relationship Manager to join our Central London team.

The Opportunity

This role offers the chance to join a highly regarded global wealth management business, supporting a sophisticated client book of high-net-worth and ultra-high-net-worth individuals. You will be responsible for oversight and advice on investments across different asset classes and strategies. As number two in the team, managing approximately £2.4bn, you will work closely with the team director, investment analysts, and other divisions, contributing to client relationship management, investment strategy implementation, business development, and portfolio oversight. Over time, you will manage your own client book.

Skills & Experience Required

• RDR Level 4 qualified (or equivalent) and eligible to advise UK retail clients on securities, derivatives, and other asset classes. Preference for CISI Level 6 (PCIAM).
• Degree educated; CFA Charterholder or CAIA qualification is highly advantageous.
• 6-12 years of 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 organizational skills.
• High attention to detail, proactive, and collaborative approach.

Key Responsibilities

• Support the director and partners in daily client management, maintaining and strengthening relationships.
• Oversee portfolio reviews, trade implementation, and periodic reporting.
• Respond promptly and professionally to client queries, ensuring accurate and up-to-date documentation.
• Conduct portfolio modeling, implement investment strategies, and monitor post-trade activities.
• Prepare for and contribute to client meetings, leading when required.
• Perform investment analysis and research, providing insights and recommendations across multiple asset types.
• Review client suggestions analytically.
• 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 conducted on a strictly confidential basis. For further details or a private discussion, please contact Sheldon Paule directly at Cameron Kennedy or submit your CV in confidence via the advert. All applications will be handled with discretion.

Note: Sponsorship will not be provided. Only candidates who do not require sponsorship to work in the UK at any time will be considered.

#J-18808-Ljbffr