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Relationship manager private wealth & investments (remote)

Alderley Edge
Relationship manager
£90,000 a year
Posted: 11h ago
Offer description

Relationship Manager Private Wealth & Investments Location: Remote (UK-based or International) Salary: Competitive, dependent on experience performance incentives An exceptional opportunity has arisen for a Relationship Manager to join a dynamic and growing private investment firm. This is a fully remote role, ideal for an experienced wealth or investment professional who thrives on building strong client relationships and delivering bespoke investment solutions to high-net-worth individuals (HNWIs) and family offices across global markets. The Role As a Relationship Manager, you will play a key role in developing and maintaining meaningful, long-term client relationships while expanding business opportunities worldwide. Youll act as a trusted adviser to sophisticated investors, ensuring their objectives are met through tailored investment strategies. Key Responsibilities: Build and manage enduring relationships with HNWIs and family offices internationally. Identify and develop new business opportunities through introducers, referrals, and your own professional network. Understand client goals and present suitable private investment solutions with a consultative approach. Guide clients through onboarding, due diligence, and the full investment process, ensuring an exceptional client experience. Collaborate closely with internal teams to support the structuring and delivery of bespoke investment offerings. Maintain accurate client records, track engagement, and report on pipeline activity. Represent the firm at exclusive investor events, conferences, and networking opportunities. About You Were looking for someone who combines professional credibility with entrepreneurial flair and global awareness. Essential Skills & Experience: Proven track record in relationship management or business development within wealth management, private banking, or investment advisory. Strong understanding of private investment products and the expectations of high-net-worth and family office clients. Excellent communication and interpersonal skills with a consultative, client-first approach. A self-starter with international business acumen and the ability to operate effectively in a remote-first environment. Professional qualifications such as CISI, CII, or equivalent are desirable but not essential. Multilingual skills or international client experience would be an advantage. Whats on Offer Fully remote role with flexibility to manage clients across global markets. Attractive compensation package, tailored to your experience and performance. Access to exclusive private investment opportunities and networks. A collaborative, entrepreneurial environment supported by an experienced leadership team. If youre an experienced relationship manager with a passion for investments and a strong client network, this is an outstanding opportunity to elevate your career and make a global impact within a forward-thinking, client-focused firm.

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