Senior Relationship Manager

4 days ago

London, Greater London, United Kingdom Cooper White Group Full time

Job Opportunity

Role: Senior Relationship Manager, Private Banker, Desk Head

We are seeking an experienced Senior Relationship Manager to join our team at Cooper White Group. As a key member of our team, you will be responsible for building and maintaining relationships with our high net worth clients.

About the Role:

  • Develop and implement strategies to diversify and expand our client offerings, leveraging our access to major banks globally.
  • Build and maintain a personal book of clients, providing advisory services and delivering exceptional client experiences.
  • Manage client relationships, opening accounts, and dealing with book sizes of over £150m AuM.
  • Stay up-to-date with financial markets, investment products, and wealth management strategies to provide expert advice to clients.

Requirements:

  • Minimum 6 years of experience in a client-facing wealth management or private banking role.
  • Strong track-record of building a personal book of clients from scratch while providing advisory services.
  • Experience in opening accounts of a minimum £1m and dealing with book sizes of over £150m AuM.
  • Deep understanding of financial markets, investment products, and wealth management strategies.
  • Qualified to give advice.

Benefits:

  • Competitive basic salary + formulaic bonus.
  • Full suite of healthcare benefits.
  • Access to the best technology to facilitate your work.

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