Overview
Base pay range: Basic to £150,000 plus exceptional reward structure. This role is Associate Director - Developing the Private Client Investment market throughout the UK. Direct message the job poster from Eden Rose for details.
Title and Location
- Private Client Relationship Manager/Director — Nationwide
Role
- Providing complex investment advice to existing and new HNW/UHNW clients, and the development and ongoing management of high-profile client relationships to ensure performance in line with their stated goals.
Candidate / Qualifications
- YOU MUST BE CISI/CFA LEVEL 6 QUALIFIED AS AN ABSOLUTE MINIMUM.
- You will have a solid and stable background as a private client discretionary relationship/investment manager within a UK private banking or wealth management environment.
- A mature book of existing UK clients from which to leverage business opportunities is essential together with a track record of building and maintaining long lasting profitable relationships.
Contact
For an initial conversation please contact Chris on 07784 945190, respond directly to this posting or email chris.smith@weareedenrose.com
Seniority level
Employment type
Job function
- Business Development, Consulting, and Finance
Industries
- Investment Management, Financial Services, and Investment Advice
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