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- Tasks: Provide expert investment advice and build lasting relationships with high-net-worth clients.
- Company: Join a rapidly growing international wealth management firm.
- Benefits: Competitive salary up to Ā£150,000 plus bonuses and comprehensive benefits package.
- Why this job: Make a real impact in the investment world while developing your career.
- Qualifications: CISI level 6 (PCIAM) qualified with experience in private client investment management.
- Other info: Dynamic role with opportunities for business development and client engagement.
The predicted salary is between 108000 - 180000 Ā£ per year.
Developing the Private Client Investment market throughout the UK.
An international wealth management firm undergoing considerable growth within the UK market.
RoleResponsible for the provision of complex investment advice to existing and new HNW/UHNW clients in the UK and the Americas. Your focus will be on developing and maintaining longāterm and profitable relationships and ensuring performance in line with the clients stated investment goals.
Candidate- You must be CISI level 6 (PCIAM) qualified as a minimum.
- You will have a solid background as a private client discretionary investment manager within a UK wealth management environment.
- You will have a book of existing clients from which to leverage business opportunities.
- You will have a business development mindset that constantly looks to secure new opportunities.
For an initial conversation please contact Chris on 07784 945190, respond directly to this posting or email chris.smith@weareedenrose.com.
Seniority level: MidāSenior levelEmployment type: Fullātime
Job function: Consulting, Business Development, and Finance
Industries: Investment Management, Investment Advice, and Financial Services.
Relationship Manager/Director in London employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice š¤«
We think this is how you could land Relationship Manager/Director in London
āØNetwork Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and donāt be shy about reaching out to potential contacts on LinkedIn. Remember, itās all about building those relationships that can lead to job opportunities.
āØShowcase Your Expertise
When you get the chance to chat with recruiters or during interviews, make sure to highlight your experience and qualifications. Share specific examples of how you've successfully managed client relationships and achieved investment goals. This will help you stand out as a top candidate!
āØFollow Up After Interviews
Donāt forget to send a quick thank-you email after your interview! It shows your appreciation and keeps you fresh in their minds. Use this opportunity to reiterate your interest in the role and mention something specific from the conversation that resonated with you.
āØApply Through Our Website
We encourage you to apply directly through our website for the best chance at landing that dream job. It not only streamlines the process but also shows your commitment to joining our team. Plus, we love seeing applications come in directly from motivated candidates like you!
We think you need these skills to ace Relationship Manager/Director in London
Some tips for your application š«”
Tailor Your CV: Make sure your CV is tailored to the Relationship Manager/Director role. Highlight your experience in private client discretionary investment management and any relevant qualifications like CISI level 6. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about developing relationships with HNW/UHNW clients. Share specific examples of how you've successfully managed client portfolios and secured new business opportunities.
Showcase Your Business Development Skills: Since this role requires a business development mindset, make sure to highlight any past successes in securing new clients or expanding existing relationships. We love seeing numbers, so if you can quantify your achievements, even better!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you donāt miss out on any important updates. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Eden Rose
āØKnow Your Stuff
Make sure youāre well-versed in the specifics of private client investment management. Brush up on your knowledge of HNW/UHNW clients and be ready to discuss how youāve successfully managed complex investment portfolios in the past.
āØShowcase Your Relationships
Since this role is all about building and maintaining relationships, come prepared with examples of how you've developed long-term connections with clients. Highlight any success stories that demonstrate your ability to secure new business opportunities.
āØDemonstrate Your Business Development Mindset
Be ready to talk about your approach to business development. Share specific strategies youāve used to identify and pursue new opportunities, and how you plan to leverage your existing client book in this new role.
āØAsk Insightful Questions
Prepare thoughtful questions that show your interest in the company and the role. Inquire about their growth plans in the UK market or how they support their Relationship Managers in achieving their goals. This will demonstrate your enthusiasm and strategic thinking.
