Client Portfolio Manager – High Net Worth recruitment
Role: Senior Client Relationship Manager - Private Banking / Wealth Management
Location: Central London
Basic Salary: C £45k
Company: An excellent opportunity has presented itself for a proven relationship management professional to join a niche division within a globally recognised financial institution. This is an exciting opportunity for top performing Client Relationship Managers to progress their career in wealth management.
Role: As a Relationship Manager you will be managing a portfolio of high net worth customers responsible for increasing Assets Under Management by developing long lasting relationships with clients and identifying Investment, Savings, Mortgage, FX and lending. Please note that this is a non regulated position and will have the support of regulated specialists.
Experience Skills Required:
- Proven track record of building and developing a portfolio of HNW individuals.
- Experience of forging strong internal relationships and holding joint meetings with senior regulated specialists
- Tangible evidence of consistent performance with in your teams and regions based on income and other performance targets
- over 5 years experience within a client facing wealth management/ private banking role.
- Strong commercial awareness and understanding of wealth products, services and climate
- Experience of managing a portfolio of HNW individuals and growing AUM or income.
If you believe that you can step up to this challenge please do not hesitate to apply.
Contact: Darren Duporte - 02072923776
