Relationship Manager/Director

Relationship Manager/Director Nationwide Basic to £150,000 excellent bonus and full package Compan yAn international wealth management firm undergoing considerable growth within the UK market . Ro leResponsible for the provision of complex investment advice to existing and new HNW/UHNW clients in the UK, Middle East and the America s.Your focus will be on developing and maintaining long term and profitable relationships and ensuring performance in line with the clients stated investment goal s. Candid ateY ou ABSOLUTELY MUST BE CISI LEVEL 6 (PCIAM) QUALIFIED AS A MINIM UM.You will have a solid background as a private client discretionary investment manager within a UK wealth management environme nt.You will have a book of existing clients from which to leverage business opportuniti es.You will have a business development mindset that constantly looks to secure new opportuniti es. For an initial conversation please contact Chris on 07784 945190, respond directly to this posting or email chris.smith@heatuk .com

Location: Eastern England, GB

Posted Date: 5/3/2025