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- Tasks: Lead and nurture relationships with high-net-worth clients while providing expert investment advice.
- Company: Join a rapidly growing, employee-owned wealth management firm making waves in the UK market.
- 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 in finance.
- Qualifications: Must hold CISI Level 6 (PCIAM) qualification and have experience in private client investment management.
- Other info: Contact Chris for a chat about this exciting opportunity!
The predicted salary is between 78000 - 182000 £ 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
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, especially those who are already working at firms similar to ours. Attend industry events and seminars to meet potential colleagues and clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Leverage LinkedIn to showcase your expertise and connect with decision-makers in the industry. Share relevant content and engage with posts related to wealth management to increase your visibility and demonstrate your knowledge.
✨Tip Number 3
Prepare for informal conversations or coffee meetings with industry peers. Use these opportunities to discuss your experience and aspirations, and express your interest in roles like the Relationship Director position at StudySmarter.
✨Tip Number 4
Stay updated on market trends and changes in wealth management regulations. Being knowledgeable about current events will not only help you in interviews but also show your commitment to the industry and your potential value to our team.
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 success in managing HNW/UHNW clients and any relevant achievements that demonstrate your ability to develop long-term relationships.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss your business development mindset and how you plan to leverage your existing client book to create new opportunities. Be specific about how your skills align with the company's goals.
Showcase Relevant Experience: When detailing your work history, focus on your experience as a private client discretionary investment manager. Use quantifiable results to illustrate your impact, such as growth in client portfolios or successful investment strategies.
Proofread and Edit: Before submitting your application, carefully proofread your documents for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial 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 aligned with their investment goals.
✨Discuss Your Business Development Mindset
Be ready to talk about your approach to business development. Share instances where you've identified and secured new opportunities, and explain how you plan to leverage your existing book of clients to drive growth in this new role.
✨Research the Company
Familiarise yourself with the company's values, culture, and recent developments in the UK wealth management market. Showing that you understand their position and growth strategy will demonstrate your genuine interest in the role and the firm.