The Relationship Manager will serve as the primary contact for a portfolio of High Net Worth clients, delivering comprehensive wealth management solutions and handling enquiries and transactions with professionalism and efficiency. The role involves proactively deepening client relationships, acquiring new business, collaborating with specialists, participating in projects as needed, and contributing to the training and development of junior team members, all while ensuring full compliance with regulatory and internal standards.
The ideal candidate will be level 6 qualified, client-focused, approachable, and able to build strong relationships across diverse backgrounds. Professionally, they should have a relevant educational background and experience managing and acquiring client relationships. They should also have knowledge of global financial markets, an understanding of regulatory and legal requirements, and the ability to work independently, exercise sound judgement, and be willing to travel.