We are seeking highly driven and commercially minded Private Wealth Relationship Managers to join us. This is a key client-facing role focused on building and maintaining relationships with, sophisticated, high net-worth investors and family offices, while driving business development efforts across this sector directly and through intermediaries.
The ideal candidates will have strong interpersonal skills, a track record of delivering investment solutions, and the ability to engage sophisticated investors in a consultative, trusted capacity.
Key Responsibilities
- Build and manage long-term relationships with sophisticated & HNW investors, along with family office clients globally
- Proactively develop new business opportunities through introducers, referrals, and networking across key regions
- Understand client objectives and present suitable private investment opportunities
- Guide pre-qualified clients through the onboarding and due diligence process, ensuring a high standard of service
- Collaborate with internal stakeholders to support structuring and delivery of investment and product solutions
- Maintain accurate records of client interactions and pipeline activity
Requirements
- Proven experience in relationship management or business development within wealth management, private banking, or investment advisory
- Strong understanding of private investment products and the expectations of sophisticated, & HNW investors and family office clients
- Excellent communication and interpersonal skills with a consultative and client-focused approach
- Self-starter with international business acumen and the ability to operate independently in a remote-first role
- Professional qualifications (e.g. CISI, CII, or equivalent) preferred but not essential
- Multilingual skills or international experience is a bonus
What We Offer
- Remote working with flexibility to manage international clients
- Competitive compensation, including marketing allowances, override and fixed remunerations, tailored to experience, performance and preference
- Collaborative and entrepreneurial culture with support from experienced senior leadership
Salary Negotiable
Remote / home working with occasional office attendance
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Private Wealth Manager(s) employer: Quay Financial Group
Quay Financial Group is an exceptional employer that values flexibility and work-life balance, offering a primarily remote role for the Senior In-House Solicitor position. Our collaborative work culture fosters professional growth through continuous learning opportunities and regular team interactions, ensuring you remain connected and supported. Join us to be part of a dynamic team that prioritises innovation in financial services while providing a rewarding and meaningful career path.
