Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide expert investment advice and build strong relationships with high-net-worth clients.
- Company: A rapidly growing international wealth management firm in the UK.
- Benefits: Competitive salary up to £150,000 plus bonuses and a comprehensive benefits package.
- Why this job: Join a dynamic team and make a real impact on clients' financial success.
- Qualifications: Must be CISI Level 6 (PCIAM) qualified with experience in private client investment management.
- Other info: Opportunity for significant career growth in a thriving market.
The predicted salary is between 90000 - 210000 £ per year.
An international wealth management firm undergoing considerable growth within the UK market.
Responsible 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 long term and profitable relationships and ensuring performance in line with the clients stated investment goals.
Candidate
- ABSOLUTELY 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.
Relationship Manager/Director employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager/Director
✨Tip Number 1
Network like a pro! Reach out to your 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 can introduce you to someone who does.
✨Tip Number 2
Prepare for those interviews by brushing up on your investment knowledge and client relationship strategies. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your existing client book during interviews. Highlight how you've successfully managed relationships and delivered results. This will demonstrate your value and ability to bring business to the table.
✨Tip Number 4
Don't forget to apply through our website! It’s a great way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Relationship Manager/Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Relationship Manager/Director role. Highlight your CISI Level 6 qualification and any relevant experience in private client discretionary investment management. We want to see how your background aligns with our needs!
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. Mention your business development mindset and how you’ve successfully built long-term relationships with HNW/UHNW clients in the past.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Include specific examples of how you've met or exceeded client investment goals. We love numbers, so if you can quantify your success, even better!
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. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you’re well-versed in the specifics of wealth management and investment advice. Brush up on your CISI Level 6 knowledge and be ready to discuss how your qualifications apply to the role. This shows you’re not just qualified, but also genuinely interested in the field.
✨Showcase Your Client Relationships
Prepare to talk about your existing book of clients and how you’ve successfully managed those relationships. Highlight specific examples where you’ve added value or secured new business opportunities. This will demonstrate your ability to maintain and grow client portfolios.
✨Business Development Mindset
Be ready to discuss your approach to business development. Share strategies you’ve used in the past to identify and secure new clients. This is crucial for the role, so showing that you have a proactive mindset will set you apart from other candidates.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s growth plans and how they align with your career goals. This not only shows your interest in the firm but also helps you gauge if it’s the right fit for you. Remember, interviews are a two-way street!