Private Client Relationship Director (HNW/UHNW)

London & South East

Basic to £150,000 plus exceptional reward structure.

Company

• An international employee-owned 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, and the development and ongoing management of high profile client relationships to ensure performance in line with their stated goals.

Candidate

• 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 clients from which to leverage business opportunities is essential.
• A track record of building and maintaining long lasting profitable relationships, is the key to success in this role.

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