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 Read more […]
Brokers – High Net Worth recruitment
Brokerage / Asset Management House West End BasedOur client is looking to engage Financial Private Client Sales Brokers with a Transferable client base to support the growth of client book for Mayfair based Asset Management organisation. Transferable client base essential from day 1 within the Retail HNW Individual arena into Execution Only and multi-asset class discretionary portfolios including Equity/Equity Derivative/Fixed Income and Forex classes.Ongoing functions include the active generation of new business utilising a wide range of methodologies from social media, Read more […]
Client Advisor / Investment Management / Relationship Management/ High net worth recruitment
The Company:Our client is a well known, fast growing, innovative investment management company who manages and administers assets for high net worth and private clients.The Role:To gain new high quality direct clients and introducers, and to maintain and develop the business with existing clients and introducers.To present and discuss the appropriate proposition and to produce and follow through individually tailored proposals to reflect the proposition discussed/agreed.To convert such introducers into fully signed up introducers with specific short, medium and long term plans and actions agreed Read more […]
SENIOR RELATIONSHIP MANAGERS – HIGH-NET-WORTH recruitment
Job Description :• The incumbent is responsible for providing financial planning services to High-Net-Worth Customers• Building and maintain good relationship with High-Net-Worth clients• Promote investment products, insurance products and other banking products• Exposure new business opportunities through branch network.Job Requirement :• Degree in Business Administration, Finance or relevant discipline.• With professional qualification CFA, CFP or CFMP and holder of HKSI 1, 7,8• Minimum 5 years’ relevant experience in selling investment, insurance and banking products• With Read more […]
Wealth Adviser – High Net Worth recruitment
Role: Wealth Adviser – HNW Clients Location: London Salary: C£65k Role: – manage an existing portfolio of HNW individuals Source new target market clients Maintain the highest level of Pension, Investment and Protection Advice Responsibility for building a solid rapport with key clients and influencers within the referral business. Accountable for ownership of KYC for the client base. Build strong relationships with business Key skills experience required: Experience A proven track record in wealth management sales Tested ability to work closely with Relationship and Business Development Read more […]