UK Private Banking Relationship Manager for Investment Portfolio
3 weeks ago
We are seeking an experienced Senior Relationship Manager to join our team in London and build a strong book of Ultra High Net Worth clients.
Key Responsibilities- Develop and maintain relationships with high net worth individuals, providing exceptional investment advice and portfolio management services.
- Candidate should have experience working in Wealth Management, preferably with a premier wealth management institution specializing in UK or UK non-domiciled Wealth Management.
- Familiarity with private client coverage across investments and lending-heavy books is desirable.
- Bachelor's degree in Finance, Economics, or related field.
- Minimum 5 years of experience in Wealth Management, with a proven track record of building and maintaining a strong client base.
- Strong understanding of investment products and services, including securities, derivatives, and other financial instruments.
- A competitive salary package, estimated at £120,000 - £150,000 per annum, depending on experience.
- Ongoing training and professional development opportunities.
- A dynamic and supportive work environment.
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