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.

Apply

Apply Now

Submit your application today and our team will get back to you if you meet the requirements.

    By ticking the box below, you give Stephen Bell Associates permission to use your details for future contact as detailed in our privacy policy