Relationship Director

Description:

Role

• Responsible for the provision of complex investment advice to existing and new HNW/UHNW clients.
• 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 MUST BE CISI LEVEL 6 (PCIAM) QUALIFIED AS AN ABSOLUTE MINIMUM.
• You will have a solid background as a private client discretionary investment manager within a UK wealth management environment.
• You will have a mature book of existing clients from which to leverage business opportunities.
• You will have a business development mindset that constantly looks to secure new opportunities.