Private Client Relationship Manager/Director Nationwide
An international employee-owned wealth management firm undergoing considerable growth within the UK market.
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.
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.