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- Tasks: Manage high-profile client relationships and provide complex investment advice.
- Company: Join a rapidly growing, employee-owned wealth management firm in the UK.
- Benefits: Enjoy a competitive salary up to £150,000 with an exceptional reward structure.
- Why this job: Be part of a dynamic team focused on delivering tailored financial solutions for HNW/UHNW clients.
- Qualifications: Must be CISI/CFA Level 6 qualified with experience in private banking or wealth management.
- Other info: Leverage your existing client book to drive business opportunities.
The predicted salary is between 90000 - 210000 £ per year.
Private Client Relationship Director (HNW/UHNW)
London & South East
Basic to £120,000 plus exceptional 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, 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
Relationship Director (Private Clients) employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Director (Private Clients)
✨Tip Number 1
Network within the wealth management industry, especially with professionals who have experience in private client relationships. Attend industry events and seminars to meet potential contacts who can provide insights or referrals.
✨Tip Number 2
Leverage your existing client relationships by reaching out to them for introductions to their networks. A strong referral can significantly enhance your chances of landing a role in this competitive field.
✨Tip Number 3
Stay updated on market trends and investment strategies relevant to HNW/UHNW clients. This knowledge will not only help you in interviews but also demonstrate your commitment to providing exceptional service.
✨Tip Number 4
Prepare for interviews by practising how to articulate your success stories in building and maintaining client relationships. Use specific examples that highlight your ability to meet client goals and adapt to their changing needs.
We think you need these skills to ace Relationship Director (Private Clients)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your CISI/CFA Level 6 qualification and relevant experience in private client discretionary relationship management. Emphasise your track record of building long-lasting relationships with HNW/UHNW clients.
Craft a Compelling Cover Letter: In your cover letter, explain why you are the perfect fit for the Relationship Director role. Mention specific examples of how you've successfully managed client relationships and provided complex investment advice in previous roles.
Highlight Your Client Book: Clearly outline your existing book of clients in your application. This is crucial for demonstrating your ability to leverage business opportunities and your established network within the wealth management sector.
Showcase Your Achievements: Include quantifiable achievements in your application, such as growth percentages in client portfolios or successful investment strategies you've implemented. This will help illustrate your capability to meet clients' stated goals.
How to prepare for a job interview at Eden Rose
✨Showcase Your Qualifications
Make sure to highlight your CISI/CFA Level 6 qualification during the interview. This is a crucial requirement for the role, so be prepared to discuss how your education has equipped you with the skills necessary for providing complex investment advice.
✨Demonstrate Your Client Management Skills
Prepare examples of how you've successfully managed high-net-worth and ultra-high-net-worth client relationships in the past. Discuss specific strategies you've used to build and maintain these relationships, as this will be key to demonstrating your fit for the role.
✨Leverage Your Existing Network
Since having a mature book of clients is essential, be ready to talk about your existing client base. Highlight how you can leverage these relationships to create new business opportunities for the firm.
✨Understand the Company's Growth Strategy
Research the company's recent growth within the UK market and be prepared to discuss how you can contribute to their ongoing success. Showing that you understand their goals and challenges will demonstrate your genuine interest in the position.