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Private client relationship manager

Heat Recruitment
Client relationship manager
Posted: 28 October
Offer description

Overview

Base pay range: Basic to £150,000 plus exceptional reward structure. This role is Associate Director - Developing the Private Client Investment market throughout the UK. Direct message the job poster from Eden Rose for details.


Title and Location

* Private Client Relationship Manager/Director — Nationwide


Role

* Providing complex investment advice to existing and new HNW/UHNW clients, and the development and ongoing management of high-profile client relationships to ensure performance in line with their stated goals.


Candidate / Qualifications

* YOU MUST BE CISI/CFA LEVEL 6 QUALIFIED AS AN ABSOLUTE MINIMUM.
* You will have a solid and stable background as a private client discretionary relationship/investment manager within a UK private banking or wealth management environment.
* A mature book of existing UK clients from which to leverage business opportunities is essential together with a track record of building and maintaining long lasting profitable relationships.


Contact

For an initial conversation please contact Chris on 07784 945190, respond directly to this posting or email chris.smith@weareedenrose.com


Seniority level

* Mid-Senior level


Employment type

* Full-time


Job function

* Business Development, Consulting, and Finance


Industries

* Investment Management, Financial Services, and Investment Advice
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