- 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.
- 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.
- 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.
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Senior Relationship Manager – Executive Director – London - London Area, United Kingdom - Cooper White Group
2 weeks ago
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
Qualifications:
Benefits:
