Accounting & Finance

Investment Manager

Heat Recruitment

England · Nationwide · United Kingdom

Overview

Base pay range: Basic to £150,000 plus exceptional reward structure. This role is Associate Director - Developing the Private Client Investment market throughout the UK. Direct message the job poster from Eden Rose for details.

Title and Location

  • Private Client Relationship Manager/Director — Nationwide

Role

  • 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.

Candidate / Qualifications

  • 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.

Contact

For an initial conversation please contact Chris on , respond directly to this posting or email

Seniority level

  • Mid-Senior level

Employment type

  • Full-time

Job function

  • Business Development, Consulting, and Finance

Industries

  • Investment Management, Financial Services, and Investment Advice
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Reference: WJ-766_23371123

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