Our client is a successful UK based Wealth Manager. They are seeking to hire a Relationship Manager to manage, retain and develop a portfolio of HNW investors and private clients.
Key responsibilities will include: proactively supporting and developing a portfolio of HNW investors with an execution only investment service through web, telephone and face to face meetings, building long term relationship with existing clients, identifying and developing potential new clients through recommendations and referrals, providing a professional and personalised service for existing clients, developing a strong knowledge of the products and services offered and identifying and completing new sales and cross-sell opportunities.
The successful candidate will have proven sales or relationship management experience within financial services, ideally within a wealth management or asset management business; a strong knowledge of wealth or investment products and relevant experience of working with HNW clients or individuals. Candidates will also need strong communication skills, be proactive and self-motivated and have excellent project management, administrative and organisational skills.
Candidates must be Level 4 RDR qualified as a minimum.