Executive Relationship Manager
2 weeks ago
Job Description 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.
You will be working with a team of established wealth managers all contributing to growing the +350bn of assets under management. Location: +25 offices worldwide.
Understand clients' financial situations, goals, and risk tolerance to be able to service them efficiently.
Provide a truly personalised service across portfolio management, Alternative Investments, Wealth Planning, Family governance, Private Office services and International services.
Provide long-term care for your clients ever evolving financial needs.
Collaborate with an array of departments and have open communication to the different office locations.
Bachelor’s degree in finance, Economics, Business, or a related field and certifications such as CFP, CFA, or MBA are preferred.
Minimum of 6 years of experience in client facing wealth management/private banking jobs.
Deep understanding of financial markets, investment products, and wealth management strategies.
Competitive basic salary + formulaic bonus model other performance based benefits.
Access to top of the range technology and resources to help facilitate your work.
The opportunity to grow and develop in a supportive work environment.
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