A leading global wealth management firm, with a strong reputation for client service and investment excellence, is seeking a highly skilled Client Relationship Manager to join their Central London team.
The Opportunity This is a rare chance to join a prestigious and highly regarded global wealth management business, supporting the management of a sophisticated client book comprising high-net-worth and ultra-high-net-worth individuals and have responsibility for oversight and advice on investments of clients wherever they are held. You will work closely with senior leadership, contributing to both client relationship management and investment strategy implementation, while playing a pivotal role in business development and portfolio oversight.
Skills &Experience Required
RDR Level 4 qualified (or equivalent) and eligible to advise UK retail clients on securities and derivatives. Strong preference for CISI LEVEL 6 certificate (PCIAM)
Degree-educated; CFA Charterholder advantageous.
At least 7-10 years demonstrable experience managing or assisting with a book of HNW/UHNW clients within wealth or investment management.
Strong knowledge of financial markets, asset classes, and investment research.
Excellent communication, analytical, and organisational skills.
High attention to detail, with a proactive and collaborative approach.
Key Responsibilities
Support Directors and Partners in day-to-day client management, maintaining and strengthening existing relationships.
Assist in preparing and presenting to prospective clients, and support new business initiatives.
Oversee portfolio reviews, trade implementation, and periodic reporting.
Respond professionally and promptly to client queries, ensuring all documentation is accurate and up to date.
Conduct portfolio modelling, implement investment strategies, and monitor post-trade activity.
Prepare for and contribute to client meetings, including leading meetings when required.
Undertake investment analysis and research, providing critical insights and recommendations.
Ensure robust KYC and compliance procedures are maintained.
Aspire to manage your own client book as you progress.
Why Apply? Join a highly respected, international wealth management firm with a strong London and international presence.+
Enjoy a hybrid working environment and a supportive, collaborative culture.
Attractive compensation package, including bonus and comprehensive benefits.
Opportunity for professional growth and progression to manage your own client portfolio.
To Apply This search is being conducted on a strictly confidential basis. For a private discussion and further details, please contact Sheldon Paule directly at Cameron Kennedy or submit your CV in confidence via the advert. All applications and enquiries will be handled with the utmost discretion.
SPONSORSHIP WILL NOT BE PROVIDED. ONLY CANDIDATES WHO WILL NOT REQUIRE SPONSORSHIP TO WORK IN THE UK AT ANY TIME WILL BE CONSIDERED.
