At a Glance
- Tasks: Provide complex investment advice and manage high-profile client relationships.
- Company: International employee-owned wealth management firm experiencing significant growth.
- Benefits: Competitive salary up to £120,000 plus exceptional rewards.
- Other info: Opportunity to leverage an existing client book for business growth.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Must be CISI/CFA Level 6 qualified with a strong private client background.
The predicted salary is between 84000 - 120000 £ per year.
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, and the development and ongoing management of high profile client relationships to ensure performance in line with their stated goals.
Candidate
- You must be CISI/CFA Level 6 qualified as an absolute minimum.
- You will have a solid and stable background as a private client discretionary relationship/investment manager within a UK private banking or wealth management environment.
- A mature book of existing clients from which to leverage business opportunities is essential.
- A track record of building and maintaining long lasting profitable relationships is the key to success in this role.
For an initial conversation please contact Chris on 07784 945190, respond directly to this posting or email chris.smith@weareedenrose.com.
Relationship Director (Private Clients) employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Director (Private Clients)
✨Tip Number 1
Network like a pro! Reach out to your existing connections in the wealth management sector and let them know you're on the lookout for new opportunities. You never know who might have a lead or be able to introduce you to someone at a firm you're interested in.
✨Tip Number 2
Prepare for those interviews! Research the company thoroughly and understand their client base, especially HNW/UHNW clients. Tailor your responses to highlight how your experience aligns with their needs and how you can add value to their team.
✨Tip Number 3
Showcase your existing client relationships! Be ready to discuss your mature book of clients and how you've successfully managed those relationships. This will demonstrate your ability to leverage your network for business opportunities.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that suit your skills. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Relationship Director (Private Clients)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Relationship Director role. Highlight your experience with HNW/UHNW clients and any relevant qualifications like CISI/CFA 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 the perfect fit for this role. Share specific examples of how you've built and maintained client relationships in the past, as that’s key for us.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Quantify your successes where possible, like the growth of your client book or performance metrics. We love numbers that tell a story!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Let’s get your application rolling!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you’re well-versed in the latest trends and regulations in wealth management. Brush up on your investment strategies and be ready to discuss how you can apply them to HNW/UHNW clients.
✨Showcase Your Relationships
Prepare to talk about your existing client relationships. Highlight specific examples of how you've built and maintained these connections, as this is crucial for the role. Be ready to discuss how you can leverage your mature book of clients.
✨Demonstrate Your Value
Think about what sets you apart from other candidates. Be prepared to explain how your qualifications, like your CISI/CFA Level 6, and your experience will directly benefit the firm and its clients.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the company’s growth and how you can contribute. This not only demonstrates your enthusiasm but also helps you gauge if the firm aligns with your career goals.
