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- Tasks: Build and manage relationships with ultra-high-net-worth clients while developing new business opportunities.
- Company: Join Core-Asset Consulting, a leading recruitment firm in the financial services sector.
- Benefits: Enjoy a competitive salary, equity plan, and a comprehensive benefits package.
- Why this job: This role offers a chance to leverage your network and make a significant impact in wealth management.
- Qualifications: CISI Level 4 or 6, IMC plus CFA Level 1, and a strong client network are essential.
- Other info: We welcome diverse applicants and are committed to equal opportunities.
The predicted salary is between 43200 - 72000 £ per year.
Do you hold the CISI Level 4 (Investment Advice Diploma - IAD) OR Level 6 OR the full Investment Management Certificate (IMC) plus CFA Level 1? If not, are you happy to complete these qualifications?
Do you currently have transferable clients who would follow you to a new role with a highly successful and established private client management organisation in London? We are actively seeking applications from individuals from either a wealth management or private banking background.
Please note it is essential that you have a strong network you can leverage for this role as well as a few transferable clients either now or in 6 months' time. In this role you will focus on generating relationships with new clients using your strong business development skills as well as looking after a portfolio of existing clients.
You will have an excellent understanding of regulated financial products coupled with a track record of operating as a relationship manager covering a client base of UHNWI/professional clients either in the UK or international markets. It is essential that the role holder has experience of dealing with clients who have offshore investments.
Benefits: A highly competitive compensation structure including an equity plan and a wider benefits package.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
Relationship Manager (UHNWI) employer: Core-Asset Consulting Ltd
Contact Detail:
Core-Asset Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager (UHNWI)
✨Tip Number 1
Leverage your existing network to identify potential clients who may be interested in your services. Reach out to former colleagues, industry contacts, and even friends to discuss your move and gauge their interest in working with you.
✨Tip Number 2
Stay updated on the latest trends and regulations in wealth management and private banking. This knowledge will not only enhance your credibility but also help you engage in meaningful conversations with potential clients about their investment strategies.
✨Tip Number 3
Consider attending industry events, seminars, or networking functions where UHNWI clients might be present. Building relationships in person can significantly increase your chances of landing new clients and showcasing your expertise.
✨Tip Number 4
If you don’t have transferable clients yet, focus on building a strong personal brand online. Use platforms like LinkedIn to share insights, articles, and updates related to wealth management, which can attract potential clients and demonstrate your expertise.
We think you need these skills to ace Relationship Manager (UHNWI)
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to clearly state your qualifications, such as the CISI Level 4 or 6, Investment Management Certificate, and CFA Level 1. If you are willing to complete these qualifications, mention that too.
Showcase Your Network: Emphasise your strong network and any transferable clients you have. Provide specific examples of how your connections can benefit the company and demonstrate your ability to generate new relationships.
Demonstrate Industry Experience: Detail your experience in wealth management or private banking, particularly with UHNWI clients. Highlight your understanding of regulated financial products and any relevant offshore investment experience.
Craft a Compelling Cover Letter: Write a tailored cover letter that outlines your motivation for applying, your business development skills, and how you plan to leverage your existing client base in this new role.
How to prepare for a job interview at Core-Asset Consulting Ltd
✨Showcase Your Qualifications
Make sure to highlight your CISI Level 4, Level 6, or the full Investment Management Certificate (IMC) along with CFA Level 1. If you are in the process of obtaining these qualifications, be prepared to discuss your timeline and commitment to completing them.
✨Leverage Your Network
Since this role requires a strong network, come prepared with examples of how you've successfully leveraged your connections in the past. Be ready to discuss any transferable clients who may follow you to this new position.
✨Demonstrate Business Development Skills
Prepare to discuss specific strategies you've used to generate new client relationships. Highlight your experience in business development within wealth management or private banking, especially focusing on UHNWI clients.
✨Understand Offshore Investments
Given the importance of offshore investments in this role, ensure you can speak confidently about your experience in this area. Be ready to discuss any relevant cases or scenarios where you've managed offshore portfolios.
