Relationship Manager – Internationally based affluent clients recruitment
As a Relationship Manager you would be responsible for maintaining and developing a portfolio of approximately 400 HNW clients, these clients are based internationally and typically have £100,000 - £2 million of investible assets. Given the geographical locations of the clients, the majority of the role will be phone based rather than face to face. This is a non-regulated role.
Working closely with other Relationship Managers within the business you will provide a first class service through the provision of a wide range of solutions including investments, banking, credit, foreign exchange and wealth structuring. You will proactively build long term relationships with key clients and business introducers whilst adhering to regulatory requirement.
You must have proven experience of delivering high quality portfolio management within banking/financial services, a strong understanding of risk and regulatory standards and ideally have completed at least one financial qualification.