Wealth Management Relationship Manager

Responsibilities

• Work alongside the current team to originate new clients from the private equity ecosystem, leveraging your network and building relationships with financial sponsor coverage teams in Corporate and Investment Banking.
• Lead client relationships with private equity professionals, delivering tailored wealth management solutions across investments and lending.
• Accelerate the firm’s fund finance proposition to financial sponsors.
• Generate client revenue, net new assets and net new lending business in line with the firm’s strategy.
• Act as Accountable Client Owner, ensuring full compliance with AML, KYC and regulatory standards.
• Stay ahead of market trends, regulatory changes and client-impacted developments relevant to private equity professionals.

Qualifications

• Minimum bachelor’s degree level or equivalent qualification/industry experience.
• Regulatory certification in the UK to at least a Level 4 RDR (Retail Distribution Review) or equivalent.
• Demonstrated industry experience, ideally working with private equity professionals and financial sponsors.
• Excellent understanding of the governing regulatory framework, including confidentiality, data protection and cross-border rules where relevant.
• Expertise in sourcing and onboarding new clients in the wealth management space.

Benefits

• Hybrid working model allowing eligible employees to work remotely part-time.
• Competitive salary and non-contributory pension.
• 30 days holiday plus bank holidays, with optional purchase of additional days.
• Life assurance and private health care for you and your family.
• A range of flexible benefits including retail discounts, Bike4Work scheme and gym benefits.
• Opportunity to support a broad CSR program and 2 days volunteering leave per year.
• Flexible benefits that can be tailored to individual needs.
• Flexible working arrangements to support personal priorities.

Equality, Diversity and Inclusion

We value diversity and are an equal-opportunity employer. Reasonable adjustments are provided for employees with disabilities, such as assistive equipment (screen readers, hearing devices, adapted keyboards).

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