Senior Client Relationship Manager

1 month ago


London, Greater London, United Kingdom Mason Blake Full time
Senior Relationship Manager [Private Clients]

Job details

Category: Distribution

Job Type: Permanent

Job ID: Competitive

Description

Mason Blake is seeking a Senior Relationship Manager to join their growing team at a reputable private wealth management firm. This role offers an excellent opportunity for candidates to expand their network within an international client base, working across a wide range of public and private assets.

  • Support existing and develop new relationships with private clients.
  • Educate clients on emerging trends, market outlooks, issues, and regulatory/tax changes.

Candidate Profile:

  • Minimum 8 years' experience working closely and building relationships with private clients.
  • CFA and/or CISI Level 6 highly desirable.
  • Excellent organisation and planning ability.


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