Relationship Manager

Relationship Manager

Cardiff Full-Time 50000 - 90000 £ / year (est.) Home office possible
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At a Glance

  • Tasks: Build and manage relationships with high-net-worth clients while sourcing new investors.
  • Company: Join a growing boutique financial services firm with a collaborative culture.
  • Benefits: Remote-first work, competitive salary, high commission potential, and exclusive investment opportunities.
  • Why this job: Make an impact in private wealth management and grow your career in a dynamic environment.
  • Qualifications: Experience in investment sales or business development is essential.
  • Other info: Flexible working with opportunities for career progression into senior roles.

The predicted salary is between 50000 - 90000 £ per year.

Relationship Manager / Business Development – Private Wealth

Salary: £50,000 – £90,000 DOE + high commission potential

Location: Remote-first (UK-based or international)

Employment: Full-Time, Permanent

Are you a commercially minded, self-starting relationship manager who thrives on building long-term partnerships with high-net-worth clients?

We’re partnering with a growing, UK-based boutique financial services business that offers bespoke private investment solutions alongside commercial financing. As part of their expansion, they’re looking for a Relationship Manager / Business Development professional to join their entrepreneurial team.

This is an excellent opportunity for someone with proven experience in alternative investments, private equity, fixed income, or similar. Candidates must be confident in sourcing new investors and managing long-term relationships. Early-career candidates or graduates will not be considered.

The Role:

Reporting to senior leadership, you will be part of a small, collaborative team focused on building and maintaining relationships with high-net-worth individuals and family offices globally. You’ll proactively develop new business through introducers, referrals, and networking while presenting bespoke investment opportunities.

Relationship Manager Responsibilities:

• Build and manage long-term relationships with HNW and family office clients globally

• Source new investors independently and maintain a strong sales pipeline

• Understand client objectives and present suitable private investment opportunities

• Guide clients through onboarding, due diligence, and investment structuring

• Collaborate with internal teams to deliver tailored investment solutions

• Maintain accurate client records and pipeline activity

• Represent the business at investor events and private networking opportunities

Relationship Manager Benefits:

• Remote-first working with flexibility to manage clients globally

• Competitive salary and high earning potential through commission

• Access to exclusive private investment opportunities

• Collaborative, entrepreneurial team culture

• Career progression into introducer or Director-level roles

Relationship Manager Requirements:

• Proven experience in investment sales or business development (alternative investments, private equity, fixed income, or similar)

• Strong track record in sourcing new investors and managing HNW relationships

• Consultative, client-focused, commercially minded, and confident with sophisticated investors

• Self-starter with international business acumen

• Professional qualifications (CISI, CII, or equivalent) desirable but not essential

• Multilingual skills or international experience a bonus

To Be Considered:

To apply, please click online or email Charlie.Doyle@hirecracker.com. For more information, call 01244 739 301 or 07736 920 086. By applying, you consent to your application being processed and submitted to our client in connection with this vacancy only.

Key Skills: Private Wealth, Relationship Management, Business Development, Alternative Investments, High-Net-Worth, Family Office, Remote, International, Hirecracker, HCFinance, HCSales

Relationship Manager employer: Hirecracker®

Join a dynamic and entrepreneurial team at a UK-based boutique financial services firm that prioritises flexibility and collaboration. As a Relationship Manager, you'll enjoy the benefits of remote-first working while building meaningful relationships with high-net-worth clients globally, all within a culture that fosters professional growth and offers significant earning potential through commission. This is an exceptional opportunity to advance your career in a supportive environment that values your expertise and ambition.
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Contact Detail:

Hirecracker® Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Relationship Manager

Tip Number 1

Networking is key! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. The more relationships you build, the better your chances of landing that dream role.

Tip Number 2

Showcase your expertise! When you’re chatting with potential employers or clients, make sure to highlight your experience in alternative investments and relationship management. Share success stories that demonstrate your ability to source new investors and manage high-net-worth relationships.

Tip Number 3

Be proactive! Don’t wait for job openings to come to you. Reach out to companies you admire and express your interest in working with them. Even if they’re not hiring right now, making a good impression can lead to future opportunities.

Tip Number 4

Apply through our website! We’ve got loads of great opportunities waiting for you. By applying directly, you’ll ensure your application gets the attention it deserves. Plus, it’s a great way to show your enthusiasm for the role!

We think you need these skills to ace Relationship Manager

Relationship Management
Business Development
Alternative Investments
Private Equity
Fixed Income
Sourcing New Investors
Managing High-Net-Worth Relationships
Client-Focused Approach
Consultative Selling
Investment Structuring
Networking Skills
Sales Pipeline Management
International Business Acumen
Professional Qualifications (CISI, CII or equivalent)
Multilingual Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the role of Relationship Manager. Highlight your experience in investment sales and managing high-net-worth relationships. We want to see how you’ve built long-term partnerships, so don’t hold back!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your commercial mindset and self-starter attitude. Tell us why you’re passionate about private wealth and how you can contribute to our entrepreneurial team.

Showcase Your Achievements: When detailing your experience, focus on specific achievements. Did you source a significant number of new investors? Did you exceed sales targets? We love numbers and success stories, so make sure to include them!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you into our system quickly. Plus, it shows you’re keen on joining our team!

How to prepare for a job interview at Hirecracker®

Know Your Stuff

Make sure you’re well-versed in alternative investments, private equity, and fixed income. Brush up on the latest trends and news in the financial services sector so you can speak confidently about them during your interview.

Showcase Your Relationship Skills

Prepare examples of how you've successfully built and maintained relationships with high-net-worth clients. Be ready to discuss specific strategies you used to source new investors and manage those relationships effectively.

Understand Their Business

Research the company thoroughly. Understand their bespoke investment solutions and how they differentiate themselves in the market. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.

Ask Insightful Questions

Prepare thoughtful questions that demonstrate your interest in the role and the company. Inquire about their approach to client onboarding or how they see the market evolving. This shows you're not just looking for a job, but are invested in their success.

Relationship Manager
Hirecracker®
Location: Cardiff
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