Relationship Manager (Ultra-High-Net-Worth), London
Location:
London, United Kingdom
Job Category:
Banking
EU work permit required:
Yes
Job Reference:
16000_1753293436
Job Views:
11
Posted:
23.07.2025
Expiry Date:
06.09.2025
Job Description:
Do you hold the CISI Level 4 (Investment Advice Diploma - IAD) OR Level 6 OR the full Investment Management Certificate (IMC) plus CFA Level 1? If not, are you happy to complete these qualifications?
Do you currently have clients who would follow you to a new role with a highly successful and boutique investment organisation in London?
We are actively seeking applications from individuals with a wealth management or private banking background. It is essential that you have a strong network to leverage for this role as well as a couple of transferable clients now or in 6 months' time.
In this role, you will focus on generating relationships with new clients using your business development skills and managing a portfolio of existing clients. You should have an excellent understanding of regulated financial products and experience as a relationship manager serving UHNWI/professional clients in the UK or international markets.
It is essential that the role holder has experience dealing with clients who have offshore investments.
Benefits:
* A highly competitive compensation structure including an equity plan
* Wider Benefits package
Core-Asset Consulting is an equal opportunities employer and welcomes applications from all qualified individuals regardless of age, disability, gender, gender identity or expression, race, ethnicity, sexual orientation, religion, marital/civil partner status, or pregnancy.
Job reference: 16000
Applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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Core-Asset Consulting provides recruitment services to asset management, finance, legal, and wider financial sectors in Scotland.
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