Relationship Director (Private Clients)

Social network you want to login/join with: Relationship Director (Private Clients), London Client: Heat Recruitment Location: London, United Kingdom Job Category: Other EU work permit required: Yes Job Views: 7 Posted: 18.04.2025 Expiry Date: 02.06.2025 Job Description: HNW/UHNW Relationship Director (Private Clients) London & South East Basic to £150,000 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. Developing and maintaining long term and profitable relationships and ensuring performance in line with the clients\’ stated investment goals. Candidate 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 business development mindset that constantly looks to secure new opportunities is important, but it’s maintaining these relationships, once secured, that 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 chris.smith@heatuk.com Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit. Bank or payment details should not be provided when applying for a job. Eurojobs.com is not responsible for any external website content. All applications should be made via the \’Apply now\’ button. Created on 18/04/2025 by JR United Kingdom #J-18808-Ljbffr