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- Tasks: Provide complex investment advice and build long-term relationships with high-net-worth clients.
- Company: Join a rapidly growing, employee-owned wealth management firm in the UK.
- Benefits: Enjoy a competitive salary up to £150,000 plus an exceptional bonus structure and full benefits.
- Why this job: This role offers a chance to make a real impact while working with elite clients in a dynamic environment.
- Qualifications: Must be CISI Level 6 (PCIAM) qualified with experience in private client discretionary investment management.
- Other info: Leverage your existing client book to drive new business opportunities.
The predicted salary is between 90000 - 210000 £ per year.
FANTASTIC OPPORTUNITY WITH EXCEPTIONAL BONUS SCHEME! Relationship Manager/Director London – City & West End Basic to £150,000 plus superb bonus structure and full benefits. 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. …
Relationship Manager/Director employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager/Director
✨Tip Number 1
Network strategically within the wealth management sector. Attend industry events and connect with professionals who are already in similar roles. This can help you gain insights into the company culture and potentially get referrals.
✨Tip Number 2
Leverage your existing client relationships to showcase your ability to maintain and grow a book of business. Be prepared to discuss specific examples of how you've successfully managed client portfolios and achieved their investment goals.
✨Tip Number 3
Stay updated on market trends and investment strategies relevant to HNW/UHNW clients. Demonstrating your knowledge during discussions can set you apart as a candidate who is not only qualified but also proactive in understanding client needs.
✨Tip Number 4
Prepare to articulate your business development mindset clearly. Think of specific strategies you've used in the past to secure new clients and how you plan to apply those strategies in this role at StudySmarter.
We think you need these skills to ace Relationship Manager/Director
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to emphasize your CISI Level 6 (PCIAM) qualification prominently in your application. This is a crucial requirement for the role, so it should be one of the first things the hiring team sees.
Showcase Your Experience: Detail your background as a private client discretionary investment manager. Include specific examples of how you've successfully managed HNW/UHNW clients and any relevant achievements that demonstrate your ability to develop and maintain long-term relationships.
Demonstrate Business Development Skills: Illustrate your business development mindset by providing examples of how you've secured new opportunities in previous roles. This could include strategies you've implemented or successful initiatives you've led.
Tailor Your Cover Letter: Craft a personalized cover letter that aligns with the company's values and goals. Mention your enthusiasm for the wealth management sector and how you can contribute to the firm's growth in the UK market.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Expertise
Make sure to highlight your CISI Level 6 (PCIAM) qualification and any relevant experience in private client discretionary investment management. Be prepared to discuss specific cases where you've successfully managed HNW/UHNW clients and how you achieved their investment goals.
✨Demonstrate Relationship Building Skills
Since the role focuses on developing long-term relationships, share examples of how you've built and maintained strong connections with clients. Discuss your approach to understanding their needs and how you ensure their satisfaction over time.
✨Prepare for Business Development Questions
Expect questions about your business development mindset. Be ready to discuss strategies you've used to secure new opportunities and how you leverage your existing book of clients to grow your business.
✨Align with Company Values
Research the company's culture and values, especially since it's an employee-owned firm. Be prepared to explain why you want to work there and how your personal values align with theirs, particularly in terms of client service and ethical investment practices.
