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Relationship manager/director

Sheffield
Eden Rose
Relationship manager
Posted: 17h ago
Offer description

Relationship Manager/Director

Nationwide

Basic to £150,000 + fantastic bonus and full package


Company

* An international wealth management firm undergoing considerable growth within the UK market.


Role

* Responsible for the provision of complex investment advice to existing and new HNW/UHNW clients in the UK and the Americas.
* Your focus will be on developing and maintaining long term and profitable relationships and ensuring performance in line with the clients stated investment goals.


Candidate

* You ABSOLUTELY MUST BE CISI LEVEL 6 (PCIAM) QUALIFIED AS A MINIMUM.
* You will have a solid background as a private client discretionary investment manager within a UK wealth management environment.
* You will have a book of existing clients from which to leverage business opportunities.
* You will have a business development mindset that constantly looks to secure new opportunities.


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

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