Wealth Relationship Manager - Lime Street - Qualitas

Description

About the Company

A leading global financial services organisation with a strong track record of helping clients build long-term financial security.

The business is experiencing continued growth in investor numbers and assets under administration, supported by an evolving range of products and services.

The Investor Servicing team delivers an execution-only investment service, building lasting client relationships through a combination of digital, telephone, and face-to-face interactions.

Purpose of the Role

The Wealth Relationship Manager is responsible for proactively supporting, guiding, retaining, and developing a portfolio of investors with assets exceeding £250k.

The role requires an entrepreneurial approach to identify and develop new investors and support the growth of assets under management.

This is a client-facing role focused on relationship management, retention, and asset growth. It requires a mix of sales, coaching, relationship-building, networking, and time-management skills.

Success in the role will depend on strong collaboration with internal teams and the ability to coach and develop junior colleagues.

Key Responsibilities

Customer Development, Retention, and Acquisition



Provide a personalised service to manage, guide, retain, and develop new and existing investors.



Take responsibility for the retention and growth of a portfolio of high-value clients.



Conduct guidance consultations on portfolio planning and asset allocation using internal tools and resources.



Support new investors in onboarding and using the firm's wealth management services.



Deliver outstanding customer service across all interactions.



Identify opportunities to gather additional client assets.



Promote relevant products and services to generate new business.



Maintain activity and performance records.



Encourage clients to utilise digital channels.



Support and develop telephone and service teams to improve processes and lead generation.



Ensure timely resolution of client issues.

Risk Management



Adhere to all company policies, procedures, and regulatory requirements.



Maintain accurate and compliant records of all client interactions.



Demonstrate strong personal and team compliance standards.



Maintain appropriate competence levels through continuing professional development.



Complete all required training.

Experience and Qualifications



Proven financial services sales and service experience, ideally in retail or large-book client management.



Experience within a wealth management environment is preferred.



Demonstrated coaching and development skills.



Experience working with high-net-worth clients.



Level 4 qualification (RDR compliant) or equivalent.



Strong understanding of risk management and compliance.



Good investment and industry knowledge.



Excellent communication and interpersonal skills.



Proactive, self-motivated approach.



Strong administrative and organisational abilities