Relationship Director Lead

5 days ago


London, Greater London, United Kingdom Heat Recruitment Full time

We are seeking a highly skilled Relationship Director Lead to join our team at Heat Recruitment.

This exceptional opportunity offers a competitive salary of £150,000 per annum, plus a superb bonus structure and full benefits.

About the Role:
  • As a Relationship Director Lead, you will be responsible for providing complex investment advice to existing and new high net worth (HNW)/ ultra-high net worth (UHNW) clients.
  • Your focus will be on developing and maintaining long-term, profitable relationships and ensuring performance in line with clients' stated investment goals.
Requirements:
  • You must be CISI Level 6 (PCIAM) qualified as a minimum.
  • You will have a solid background as a private client discretionary investment manager within a UK wealth management environment.
  • You will have a mature book of existing clients from which to leverage business opportunities.
  • You will have a business development mindset that constantly looks to secure new opportunities.


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