Relationship Manager – Boutique Wealth Manager

Our client is a successful and growing boutique wealth manager. They are looking to hire a Relationship Manager to help service and grow their UK HNW client base.

Key responsibilities include: helping to manage client relationships, efficiently resolving client queries, providing advice on a range of investment services tailored to HNW clients, developing a strong understanding of their proposition and proactively developing new business opportunities with intermediaries and potential clients.

The successful candidate will be a self-starter, at least level 4 RDR qualified, possess proven relationship management experience gained in wealth management, excellent communication and influencing skills, strong investment knowledge, a keen interest in financial markets and the ability to prioritise and meet deadlines.

Call on +44 0203 709 4126 for a confidential chat about your next career move or apply directly to this vacancy.


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