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For Companies At a Glance
- Tasks: Manage high-net-worth client relationships and oversee investment strategies.
- Company: Join a global wealth management firm with £40bn in assets and a stellar client service record.
- Benefits: Enjoy a competitive salary, discretionary bonuses, and comprehensive benefits with hybrid working options.
- Why this job: Be part of a respected team, influence investment strategies, and develop your own client book.
- Qualifications: RDR Level 4 qualified, degree-educated, with 6-12 years in wealth management for HNW/UHNW clients.
- Other info: Confidential application process; no sponsorship provided.
The predicted salary is between 66000 - 88000 £ per year.
Location: Slough, United Kingdom
Job Category: Other - EU work permit required: Yes
Posted: 31.05.2025
Expiry Date: 15.07.2025
Salary: To £110000 maximum + Discretionary Bonus + Comprehensive Benefits
They are a global HNWI/UHNWI wealth management firm, with oversight of assets in excess of £40bn, seeking a highly skilled and collaborative Private Client Relationship Manager to join their Central London team.
The Opportunity
This is a great opportunity to join a highly regarded global wealth management business, supporting the management of a sophisticated client book comprising high-net-worth and ultra-high-net-worth clients. You will have responsibility for oversight and advice on investments of clients across different asset classes and strategies. Acting as the number 2 in the team with oversight of circa £2.4bn, you will work closely with the Director of this team and other partners and team members.
Skills & Experience Required
- RDR Level 4 qualified (or equivalent) and eligible to advise UK retail clients on securities and derivatives and other asset classes.
- Strong preference for CISI LEVEL 6 certificate (PCIAM).
- Degree-educated; CFA Charterholder or CAIA is highly advantageous.
- 6-12 years demonstrable experience managing or assisting with a book of HNW/UHNW clients within wealth or investment management.
- Strong knowledge of financial markets, asset classes, and investment research.
- Excellent communication, analytical, and organisational skills.
- High attention to detail, with a proactive and collaborative approach.
Key Responsibilities
- Support Director and Partners in day-to-day client management, maintaining and strengthening existing relationships.
- Oversee portfolio reviews, trade implementation, and periodic reporting.
- Respond professionally and promptly to client queries, ensuring all documentation is accurate and up to date.
- Conduct portfolio modelling, implement investment strategies, and monitor post-trade activity.
- Prepare for and contribute to client meetings, including leading meetings when required.
- Undertake investment analysis and research, providing critical insights and recommendations across multiple types of assets.
- Assist in preparing and presenting to prospective clients, and support new business initiatives.
- Ensure robust KYC and compliance procedures are maintained.
- Aspire to manage your own client book as you progress.
To Apply
This search is being conducted on a strictly confidential basis. For a private discussion and further details, please contact Sheldon Paule directly at Cameron Kennedy or submit your CV in confidence via the advert. All applications and enquiries will be handled with the utmost discretion. SPONSORSHIP WILL NOT BE PROVIDED. ONLY CANDIDATES WHO WILL NOT REQUIRE SPONSORSHIP TO WORK IN THE UK AT ANY TIME WILL BE CONSIDERED.
Private Client Relationship Manager - HNW / UHNW employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Relationship Manager - HNW / UHNW
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who have experience with HNW/UHNW clients. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends in investment strategies and asset classes relevant to HNW/UHNW clients. This knowledge will not only help you in interviews but also demonstrate your commitment to staying informed in a rapidly changing market.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships and portfolios in the past. Highlight your analytical skills and any successful investment strategies you've implemented to showcase your expertise.
✨Tip Number 4
Research the firm thoroughly, including their values, recent news, and client success stories. Tailoring your conversation to align with their mission and demonstrating your understanding of their client base can set you apart from other candidates.
We think you need these skills to ace Private Client Relationship Manager - HNW / UHNW
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in managing HNW/UHNW clients. Emphasise your qualifications, such as RDR Level 4 and any additional certifications like CFA or CAIA.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry. Mention specific achievements in client relationship management and how you can contribute to the firm's success.
Highlight Relevant Skills: In your application, focus on key skills such as analytical abilities, communication, and organisational skills. Provide examples of how you've successfully implemented investment strategies or managed client portfolios.
Proofread Your Application: Before submitting, carefully proofread your application for any errors. Ensure that all information is accurate and that your documents are professionally presented.
How to prepare for a job interview at JR United Kingdom
✨Know Your Client Base
Familiarise yourself with the characteristics and needs of high-net-worth and ultra-high-net-worth clients. Be prepared to discuss how your experience aligns with managing such a sophisticated client book, and demonstrate your understanding of their unique financial goals.
✨Showcase Your Qualifications
Highlight your RDR Level 4 qualification and any additional certifications like CISI Level 6 or CFA. Be ready to explain how these qualifications have equipped you to provide exceptional advice and service to clients in wealth management.
✨Demonstrate Analytical Skills
Prepare to discuss your experience with investment analysis and portfolio management. Bring examples of how you've successfully implemented investment strategies and conducted thorough research that led to positive outcomes for clients.
✨Emphasise Communication and Collaboration
Since the role involves working closely with directors and partners, be sure to convey your strong communication skills. Share examples of how you've effectively collaborated with teams to enhance client relationships and drive business development.
