Wealth Relationship Manager

We are inviting applications for an experienced and client-focused Wealth Relationship Manager to join their growing Wealth Management team. The successful candidate will be responsible for managing and expanding a portfolio of high-net-worth (HNW) clients by delivering tailored wealth management solutions, investment guidance, and exceptional client service.

This role requires a strong understanding of financial markets, wealth planning, and relationship management, combined with the ability to build long-term client relationships and identify new business opportunities.

Key Responsibilities

Client Relationship Management

• Develop and maintain strong relationships with high-net-worth and ultra-high-net-worth clients.
• Understand clients' financial objectives, risk appetite, and investment preferences.
• Provide personalized wealth management strategies and financial solutions.
• Conduct regular client reviews and portfolio discussions to ensure ongoing suitability.

Business Development

• Acquire new clients through networking, referrals, and professional relationships.
• Identify opportunities to increase assets under management and expand existing client relationships.
• Build and maintain a strong pipeline of prospective clients.

Investment Advisory & Wealth Planning

• Provide clients with investment recommendations aligned with their financial goals.
• Work closely with internal investment and product teams to deliver suitable wealth solutions.
• Monitor market developments and communicate relevant insights to clients.
• Support clients with retirement planning, estate planning, wealth preservation, and succession planning strategies.

Skills & Experience

Essential

• Proven experience in Wealth Management, Private Banking, Financial Advisory, or Relationship Management.
• Strong knowledge of investment products, financial markets, and wealth planning solutions.
• Demonstrated success in managing and growing client portfolios.
• Excellent interpersonal, communication, and relationship-building skills.
• Strong commercial awareness and business development capabilities.
• Ability to work independently while collaborating effectively with internal stakeholders.
• High level of professionalism, integrity, and client focus.

Preferred

• Relevant professional qualifications such as CISI, CFA, CFP, or equivalent.
• Experience working with high-net-worth and ultra-high-net-worth individuals.
• Knowledge of UK financial regulations and compliance requirements.

Key Competencies

• Relationship Management
• Client Acquisition and Retention
• Wealth Planning
• Investment Advisory
• Business Development
• Negotiation and Influencing Skills
• Regulatory Awareness
• Problem Solving and Decision Making
• Communication and Presentation Skills