UK Private Banking Relationship Manager for Investment Portfolio

3 weeks ago


London, Greater London, United Kingdom Delta Executive Search Full time
Job Summary

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.
Requirements
  • 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.
Benefits
  • 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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