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- Tasks: Lead and manage relationships with high-net-worth clients, providing tailored investment advice.
- Company: Join a rapidly growing, employee-owned wealth management firm in the heart of London.
- Benefits: Enjoy a competitive salary up to £130,000 plus an exceptional bonus structure.
- Why this job: Be part of a dynamic team focused on client success and long-term relationships.
- Qualifications: Must be CISI Level 6 (PCIAM) qualified with experience in private client investment management.
- Other info: Contact Chris for more details or to apply directly.
The predicted salary is between 104000 - 156000 £ per year.
FANTASTIC OPPORTUNITY WITH EXCEPTIONAL BONUS SCHEME!
Relationship Manager/Director
London - City & West End
Basic to £130,000 plus fantastic reward structure.
Company
An international employee owned wealth management firm undergoing considerable growth within the UK market.
Role
Responsible for the provision of complex investment advice to existing and new HNW/UHNW clients. Your focus will be on developing and maintaining long term and profitable relationships and ensuring performance in line with the clients stated investment goals.
Candidate
- You MUST BE CISI LEVEL 6 (PCIAM) QUALIFIED AS AN ABSOLUTE MINIMUM.
- You will have a solid background as a private client discretionary investment manager within a UK wealth management environment.
- You will have a mature 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
Relationship Director employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Director
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events, seminars, or webinars where you can meet potential colleagues and clients. Building relationships now can give you a head start when applying for the Relationship Director position.
✨Tip Number 2
Leverage LinkedIn to showcase your expertise and connect with others in the industry. Share insights related to investment management and engage with content relevant to HNW/UHNW clients. This will help you establish yourself as a knowledgeable professional before you even apply.
✨Tip Number 3
Research the company thoroughly. Understand their values, culture, and recent developments in the wealth management space. This knowledge will not only prepare you for interviews but also help you tailor your approach to align with their goals.
✨Tip Number 4
Prepare to discuss your existing client relationships and how you've successfully managed them. Be ready to share specific examples of how you've developed business opportunities in the past, as this will demonstrate your capability to excel in the role.
We think you need these skills to ace Relationship Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management and your CISI Level 6 qualification. Emphasise your background as a private client discretionary investment manager and any relevant achievements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your business development mindset and your ability to build long-term relationships with HNW/UHNW clients. Use specific examples to demonstrate how you've successfully secured new opportunities in the past.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as complex investment advice, client relationship management, and performance tracking against investment goals. Make sure these align with the job description.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is essential in the wealth management industry.
How to prepare for a job interview at Eden Rose
✨Showcase Your Qualifications
Make sure to highlight your CISI Level 6 (PCIAM) qualification during the interview. This is a crucial requirement for the role, so be prepared to discuss how your qualifications have equipped you to provide complex investment advice.
✨Demonstrate Relationship Management Skills
Prepare examples of how you've successfully developed and maintained long-term relationships with HNW/UHNW clients. Discuss specific strategies you've used to ensure client satisfaction and performance in line with their investment goals.
✨Highlight Your Business Development Mindset
Be ready to talk about your approach to securing new business opportunities. Share past experiences where you've successfully identified and leveraged opportunities to grow your client base.
✨Research the Company
Familiarise yourself with the firm's growth trajectory and its position in the UK wealth management market. Understanding their values and recent developments will help you align your answers with what they are looking for in a candidate.
