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For Companies At a Glance
- Tasks: Manage and develop relationships with high-value investors, guiding them in their financial journey.
- Company: Join a leading global financial services firm focused on client success.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Make a real impact by helping clients achieve long-term financial security.
- Qualifications: Experience in financial services and strong relationship-building skills required.
- Other info: Opportunity for growth and collaboration in a supportive team.
A leading global financial services organisation with a strong track record of helping clients build long-term financial security. The business is experiencing continued growth in investor numbers and assets under administration, supported by an evolving range of products and services.
The Investor Servicing team delivers an execution-only investment service, building lasting client relationships through a combination of digital, telephone, and face-to-face interactions.
Purpose of the Role
The Wealth Relationship Manager is responsible for proactively supporting, guiding, retaining, and developing a portfolio of investors with assets exceeding £250k. The role requires an entrepreneurial approach to identify and develop new investors and support the growth of assets under management. This is a client-facing role focused on relationship management, retention, and asset growth. It requires a mix of sales, coaching, relationship-building, networking, and time-management skills. Success in the role will depend on strong collaboration with internal teams and the ability to coach and develop junior colleagues.
Key Responsibilities
- Provide a personalised service to manage, guide, retain, and develop new and existing investors.
- Take responsibility for the retention and growth of a portfolio of high-value clients.
- Conduct guidance consultations on portfolio planning and asset allocation using internal tools and resources.
- Support new investors in onboarding and using the firm’s wealth management services.
- Deliver outstanding customer service across all interactions.
- Identify opportunities to gather additional client assets.
- Promote relevant products and services to generate new business.
- Maintain activity and performance records.
- Encourage clients to utilise digital channels.
- Support and develop telephone and service teams to improve processes and lead generation.
- Ensure timely resolution of client issues.
Risk Management
- Adhere to all company policies, procedures, and regulatory requirements.
- Maintain accurate and compliant records of all client interactions.
- Demonstrate strong personal and team compliance standards.
- Maintain appropriate competence levels through continuing professional development.
- Complete all required training.
Experience and Qualifications
- Proven financial services sales and service experience, ideally in retail or large-book client management.
- Experience within a wealth management environment is preferred.
- Demonstrated coaching and development skills.
- Experience working with high-net-worth clients.
- Level 4 qualification (RDR compliant) or equivalent.
- Strong understanding of risk management and compliance.
- Good investment and industry knowledge.
- Excellent communication and interpersonal skills.
- Proactive, self-motivated approach.
- Strong administrative and organisational abilities.
Wealth Relationship Manager in London employer: Qualitas
Contact Detail:
Qualitas Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Relationship Manager in London
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meetups to connect with potential employers and fellow professionals. Remember, it’s all about building those relationships that can lead to job opportunities.
✨Tip Number 2
Showcase your expertise! Create a personal brand on platforms like LinkedIn by sharing insights, articles, or even your own experiences in wealth management. This not only highlights your knowledge but also attracts the right attention from recruiters.
✨Tip Number 3
Prepare for interviews by practising common questions related to relationship management and client retention. Use role-playing with friends or mentors to refine your responses and boost your confidence before the big day.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of exciting opportunities waiting for you. Plus, it’s a great way to ensure your application gets the attention it deserves from our hiring team.
We think you need these skills to ace Wealth Relationship Manager in London
Some tips for your application 🫡
Know the Role Inside Out: Before you start writing your application, make sure you fully understand what being a Wealth Relationship Manager entails. Dive into the job description and highlight key responsibilities that resonate with your experience. This will help you tailor your application to show us you're the perfect fit!
Show Off Your Skills: This role is all about relationship management and client retention, so don’t hold back! Use your application to showcase your sales, coaching, and networking skills. Give us examples of how you've successfully managed high-value clients in the past – we want to see your entrepreneurial spirit shine through!
Be Personal and Professional: While we love a bit of personality, remember to keep it professional. Your written application should reflect your ability to provide a personalised service. Use a friendly tone but ensure your language is polished and appropriate for a financial services environment.
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 gives you a chance to explore more about our company and what we stand for!
How to prepare for a job interview at Qualitas
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of wealth management and financial services. Understand the company's products and services, and be ready to discuss how they can benefit high-net-worth clients. This will show that you're genuinely interested and prepared.
✨Showcase Your Relationship Skills
Since this role is all about building and maintaining client relationships, come prepared with examples of how you've successfully managed client portfolios in the past. Highlight your ability to retain and grow client assets, and demonstrate your coaching skills with junior colleagues.
✨Be Proactive and Entrepreneurial
The company values an entrepreneurial approach, so think of ways you can identify and develop new investors. During the interview, share your ideas on how to attract new clients and enhance their experience with the firm’s services. This will set you apart as a forward-thinking candidate.
✨Prepare for Compliance Questions
Given the importance of risk management and compliance in this role, be ready to discuss your understanding of regulatory requirements and how you've adhered to them in previous positions. Show that you take compliance seriously and are committed to maintaining high standards.
