Jobs
>
London

    Senior Relationship Manager – Executive Director – London - london, United Kingdom - Cooper White Group

    Default job background
    Description

    Role: Senior Relationship Manager – Executive Director – London

    Our client is one of the largest family-owned private banking and asset management groups to exist and they are expanding their London office. The group is recognised in the industry as a leading place to work with one of the most competitive compensation models I have ever seen. You will be offering your clients a truly entrepreneurial way of servicing their needs with an array of bespoke wealth management services and multi booking centres.

    Job Description:

    You will be working with a team of established wealth managers all contributing to growing the +350bn of assets under management. Your core responsibility will be to grow and nurture your own book of UHNW clients with products that offer a truly personalised approach.

    Location: +25 offices worldwide.

    Key Responsibilities

    • Build and maintain strong relationships with wealthy individuals, families, and institutions.
    • Understand clients' financial situations, goals, and risk tolerance to be able to service them efficiently.
    • Provide a truly personalised service across portfolio management, Alternative Investments, Wealth Planning, Family governance, Private Office services and International services.
    • Provide long-term care for your clients ever evolving financial needs.
    • Collaborate with an array of departments and have open communication to the different office locations.

    Qualifications:

    • Bachelor's degree in finance, Economics, Business, or a related field and certifications such as CFP, CFA, or MBA are preferred.
    • Minimum of 6 years of experience in client facing wealth management/private banking jobs.
    • Deep understanding of financial markets, investment products, and wealth management strategies.

    Benefits:

    • Competitive basic salary + formulaic bonus model other performance based benefits.
    • Access to top of the range technology and resources to help facilitate your work.
    • The opportunity to grow and develop in a supportive work environment.


  • Clay Lacy Aviation London, United Kingdom

    Clay Lacy Aviation has been providing private jet services around the globe since 1968. Taking pride in pursuing perfection is at the center of everything we do. We are currently reviewing contractors on behalf of our owner to oversee their fleet of aircraft. · All applicants mus ...


  • Tempest Jones London, United Kingdom

    * Director of London Building Surveying · - London based hybrid working · - Competitive salary and package on offer · Director of London Building Surveying · London based hybrid working · Competitive salary and package on offer · Company Overview · Our client is a well-respected, ...


  • Spotify London, United Kingdom

    Sales- Ad Sales- Sell what you love. For us and millions of users across the globe, that's Spotify. Join the Sales team and you'll build the relationships that help grow our business in existing markets and beyond. We don't just sell creative solutions to our clients and partners ...


  • Pro-Tax Recruitment London, United Kingdom

    **International & Corporate Tax Director London Big 4** · **up to £170,000 + bonus** · As a Director, you will provide a comprehensive range of services focusing on complex advisory assignments and strategic tax advice, M&A and also take responsibility for their overall relations ...


  • WTW London, United Kingdom

    We are looking for an experienced pricing practitioner, with essential experience in the London Market (including case pricing) to join WTW as a London Market Pricing Associate Director. You will join our general insurance practice within the wider UK Insurance Consulting and Tec ...


  • Lavendla London, United Kingdom

    Experience of arranging and/or conducting funerals? Ready to work in a new way?_ · As a **freelance Funeral Arranger/Director**, you'll be working with Lavendla's clients from first call to funeral, advising and supporting them every step of the way. · **£35.00/hr** (inc VAT if a ...


  • RSI LONDON Group London, United Kingdom

    Our client is a UK-based business marketplace start-up in the field of InvestTech with solid financial backing and progressive development plans. The portal is matching Western investors and innovators in other partnership regions. As they are expandingtheir reach, they are looki ...


  • Central and North West London NHS Foundation Trust London, United Kingdom

    The post holder will be self-motivated, and work under own initiative with a flexible and adaptable approach to the job role in order to meet the changing service needs. The postholder will be have a high level of discretion and confidentiality in all aspects of their role. · The ...


  • Penguin Recruitment Ltd London, United Kingdom

    **Job Title: Director of Planning** · **Location: London** · **Salary: Competitive** · **Role Type: Permanent** · This is an excellent opportunity to join an independent Planning and Development consultancy based in Westminster. My client is a boutique, town planning consultancy ...


  • Oliver James Associates London, United Kingdom

    **Prudential Risk Associate Director** · **Banking** · **London** · I am looking for a technically broad prudential risk associate director for a established but growing firm in London. Exposure to client facing advisory is essential. · **Prudential Risk Associate Director** · ** ...


  • Pro-Tax Recruitment London, United Kingdom

    **Corporate & International Tax Director - London** · **Boutique firm** · The Corporate & International Tax team helps clients to navigate the increasingly complex tax landscape by providing tailored solutions to manage risks today and stay ahead of future changes. The team works ...


  • Pro-Tax Recruitment London, United Kingdom

    **Corporate & International Tax Directors** · London, Manchester and Glasgow - Hybrid Working · - Up to £180,000 plus real Bonus on top_ · Do you want to work for a leading global US privately owned Consulting firm who can count 41 of the FTSE 100, 70 of the Fortune 100 as well a ...


  • eFinancialCareers London, United Kingdom

    **Job summary**: · A top international bank are seeking Associates, VP and a Director for their Sustainability M&A team in London or Zurich. This team is noted for being 1 of the top advisors for their specialisation in the Sustainability M&A space and have access to an enviabled ...


  • Harmonic Group Ltd London, United Kingdom

    **Finance Director | Property Technology | London** · Backed by two of UK's most recognised VC funds you will join as No1 in finance. They have a revenue exceeding £7 million and are profitable. They are looking for a commercially astute finance director to establish a finance bu ...


  • EY London, United Kingdom

    **Assistant Director: Corporate Finance Government & Transport (Local Public Services) (Opportunities in London and Manchester)** · At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the ...


  • EY London, United Kingdom

    **Assistant Director: Corporate Finance Government & Transport (Local Public Services) (Opportunities in London and Manchester)** · At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the ...


  • Lavendla London, United Kingdom

    Looking for your next challenge in the funerals sector?_ · **Make a real difference - become part of Lavendla**: · - At Lavendla we create funerals that are individual, meaningful and memorable_ · As a freelance Funeral Arranger/Director you will support and guide people through ...


  • Techstars London, United Kingdom

    Managing Director, London (on-site) · Salary £155k - £159k + 30% Bonus · Location: Aldwych, London · As Managing Director, London you are responsible for thought leadership in one or more Techstars Practice Areas, building an investor and early customer network, attracting th ...


  • University of Cambridge London, United Kingdom

    Come and join the University of Cambridge Development and Alumni Relations office · Development and Alumni Relations is expanding, and the Associate Director, London is a key appointment. You will work to build and strengthen our networks of alumni and supporters in London, where ...


  • CBRE London, United Kingdom

    Posted- 21-Apr-2023- Service line- Advisory Segment- Role type- Full-time- Areas of Interest- Property Management- Location(s)- London - England - United Kingdom of Great Britain and Northern Ireland**Role Purpose** · Managing your own workload and that of your direct reports to ...