Swedish/ Danish/ Dutch Speaking Relationship Manager

Relationship Manager/ Investment Counsellor

Salary: £Competitive

Relationship Manager/ Investment Counsellor opening with a leading private, independent Wealth Management firm who are currently further expanding their business within Europe.


As Relationship Manager/ Investment Counsellor based in London you will be responsible for providing exceptional client service and acting as liaison between assigned clients and the firm's senior investment policy decision-makers. You will be the representative for the firm drawing upon market expertise, advice and building relationships with High Net Worth Investors.


Your responsibilities will include but are not limited to:

-Foster strong relationships with clients in order to understand their circumstances and expectations.

-Communicating market strategy and portfolio updates to assigned clients.

-Be the representative for clients and the business' investment decision-makers.

-Developing an in-depth understanding of finance and capital markets.

-Initiate and work towards improving any operational processes/ problems to provide continuous improvement of quality of service and deliverables.

-Facilitate in the on-boarding of client relationships, KYC, AML.


To qualify for the role you MUST have:

-Educated to Degree level + preferably RDR Compliant

-Native or Fluent Danish, Swedish and/or Dutch language skills AND English (Native/ Fluent). Other Native/ Fluent European language skills in (Norwegian, French, Spanish or Italian beneficial)

-Exceptional communication (written, verbal and oral) skills as you will be communicating in Danish/ Swedish/ Dutch with HNWI on a daily basis and English with colleagues in the London office.

-Proven experience within a similar Relationship Manager/ Investment Counsellor role within a Wealth Management/ Private Banking environment.

-Robust knowledge of Wealth Management products.

-Highly articulate and charismatic with a strong work ethic, ability to work well under pressure.

-Strong entrepreneurial spirit, be innovative, excellent problem solver and strong decision maker.

-Excellent project management and organisation skills and able to present technical information in a comprehensive manner.

-Work towards and believe in the corporate ethos.


Your application will only be considered if you match the requirements above.

If interested in the position please apply today.

April 7, 2013 • Tags:  • Posted in: Financial

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