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Senior Relationship Manager – Executive Director – London
3 months ago
Role:
Senior Relationship Manager – Executive Director – London
Our client is one of the largest family-owned private banking and asset management groups to exist and they are expanding their London office.
The group is recognised in the industry as a leading place to work with one of the most competitive compensation models I have ever seen.
You will be offering your clients a truly entrepreneurial way of servicing their needs with an array of bespoke wealth management services and multi booking centres.
Job Description:
You will be working with a team of established wealth managers all contributing to growing the +350bn of assets under management.
Your core responsibility will be to grow and nurture your own book of UHNW clients with products that offer a truly personalised approach.
Location:
+25 offices worldwide.
Key Responsibilities
Build and maintain strong relationships with wealthy individuals, families, and institutions.nUnderstand clients' financial situations, goals, and risk tolerance to be able to service them efficiently.nProvide a truly personalised service across portfolio management, Alternative Investments, Wealth Planning, Family governance, Private Office services and International services.nProvide long-term care for your clients ever evolving financial needs.nCollaborate with an array of departments and have open communication to the different office locations.
Qualifications:
Bachelor's degree in finance, Economics, Business, or a related field and certifications such as CFP, CFA, or MBA are preferred.nMinimum of 6 years of experience in client facing wealth management/private banking jobs.nDeep understanding of financial markets, investment products, and wealth management strategies.
Benefits:
Competitive basic salary + formulaic bonus model other performance based benefits.nAccess to top of the range technology and resources to help facilitate your work.nThe opportunity to grow and develop in a supportive work environment.
