Relationship Manager (Private Clients)

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Relationship Manager (Private Clients), London

Location:

London, United Kingdom

Job Category:

Banking

EU work permit required:

Yes

Job Reference:

16000_1747143591

Job Views:

5

Posted:

13.05.2025

Expiry Date:

27.06.2025

Job Description:

Do you hold the CISI Level 4 (Investment Advice Diploma – IAD) OR the full Investment Management Certificate (IMC) plus CFA Level 1? Or do you hold the CII diploma in financial planning?

Do you currently have \’transferable\’ clients who would follow you to a new role with a highly successful and established private wealth 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 transferable clients.

In this role, you will focus on generating relationships with new clients using your strong business development skills, as well as managing a portfolio of existing clients. You should have an excellent understanding of regulated financial products and a track record of operating as a relationship manager covering HNW/UHNWI/professional clients in the UK or international markets.

Benefits:

• A highly competitive compensation structure
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and welcomes 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.

Job reference: 16000

To apply for this vacancy, applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal, and the wider financial services sector in Scotland.

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