Seasoned Relationship Manager/Investments specialist with relevant professional qualification (Chartered Wealth Manager or CISI Diploma strongly preferred) sought by this leading investment house. Key responsibility will be to manage relationships with HNW Private Clients and the firm’s network of financial advisors, acting as subject matter expert with regard to Discretionary Investments.
Our client offers several opportunities across both West and South West regions and some knowledge of and network in these areas is preferred. Significant experience of a similar role within Discretionary Investments is essential, together with strong stakeholder management skills as the role will involve extensive liaison with a broad range of internal and external clients and counterparties and acting in a senior capacity as regional representative for Head Office management.
Remit will be to promote and grow the discretionary wealth business by educating in-house advisors and clients and acting as mentor to other members of the team. A good working knowledge of the regulatory environment is essential, together with a commercial approach and superior communication and presentation skills.