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For Companies At a Glance
- Tasks: Build and nurture relationships with private clients while navigating market trends.
- Company: Reputable private wealth management firm with a global reach.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Expand your network and make a real impact in wealth management.
- Qualifications: 8+ years of experience with private clients; CFA/CISI Level 6 preferred.
- Other info: Join a growing team with excellent career advancement opportunities.
The predicted salary is between 72000 - 108000 £ per year.
An exciting position has arisen to join a growing team at a reputable private wealth management firm as a Senior Relationship Manager. This is an excellent opportunity for candidates wishing to expand their network within an international client base, working across a wide range of public and private assets.
Key Responsibilities:
- Support existing and develop new relationships with private clients.
- Develop a complete understanding of client's business, objectives, goals, and market challenges, ensuring the relationship plan is consistent.
- Educate clients on emerging trends, market outlooks, issues, and regulatory/tax changes.
- Work effectively with internal stakeholders across the firm to agree on objectives of planned engagement with clients.
- Gather and review investor feedback to assess opportunities to improve client experience and satisfaction.
Candidate Profile:
- Minimum 8 years' experience working closely and building relationships with private clients.
- CFA and/or CISI Level 6 highly desirable.
- Excellent organisation and planning ability.
- Strong presentation and communication (verbal and written) skills.
Senior Private Wealth Relationship Manager in London employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Wealth Relationship Manager in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Remember, it’s all about building those relationships that can lead to job opportunities.
✨Showcase Your Expertise
When you get the chance to chat with potential employers or clients, make sure to highlight your experience and knowledge in private wealth management. Share insights on market trends and how you've helped clients achieve their goals. This will position you as a valuable asset!
✨Follow Up Like a Boss
After any meeting or networking event, always follow up with a quick email or message. Thank them for their time and reiterate your interest in working together. This keeps you fresh in their minds and shows your enthusiasm for the role.
✨Apply Through Our Website
Don’t forget to apply for the Senior Relationship Manager position directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Senior Private Wealth Relationship Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Private Wealth Relationship Manager role. Highlight your experience with private clients and any relevant qualifications like CFA or CISI Level 6. We want to see how your skills align with what we're looking for!
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. Share specific examples of how you've built relationships with private clients and navigated market challenges. We love a good story!
Showcase Your Communication Skills: Since strong communication is key in this role, make sure your written application reflects that. Keep your language clear and professional, but don’t be afraid to let your personality shine through. We appreciate authenticity!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Mason Blake
✨Know Your Clients
Before the interview, research the firm’s existing client base and their typical needs. Be prepared to discuss how you would approach building relationships with private clients and what strategies you would use to understand their business objectives.
✨Showcase Your Expertise
Highlight your experience in wealth management and any relevant qualifications like CFA or CISI Level 6. Prepare examples of how you've successfully navigated market challenges for clients in the past, as this will demonstrate your capability to educate clients on emerging trends.
✨Communication is Key
Practice your verbal and written communication skills. You might be asked to present a case study or explain complex financial concepts. Make sure you can convey your ideas clearly and confidently, as strong presentation skills are crucial for this role.
✨Engage with Internal Stakeholders
Be ready to discuss how you would collaborate with internal teams to enhance client engagement. Think of examples where you’ve worked cross-functionally to achieve client satisfaction and be prepared to share these experiences during the interview.
