Senior Relationship Manager Private Clients

Location: London

Date Posted: 28 February 2024

Category: Distribution

Job Type: Permanent

Job : Competitive

An exciting position has arisen to join a growing team at a reputable private wealth management firm as a Senior Relationship Manager. This is an excellent opportunity for candidates wishing to expand their network within an international client base, working across a wide range of public and private assets.

Key Responsibilities:

• Support existing and develop new relationships with private clients.
• Develop a complete understanding of client’s business, objectives, goals, and market challenges, ensuring the relationship plan is consistent.
• Educate clients on emerging trends, market outlooks, issues, and regulatory/tax changes.
• Work effectively with internal stakeholders across the firm to agree on objectives of planned engagement with clients.
• Gather and review investor feedback to assess opportunities to improve client experience and satisfaction.

Candidate Profile:

• Minimum 8 years’ experience working closely and building relationships with private clients.
• CFA and/or CISI Level 6 highly desirable.
• Excellent organisation and planning ability.
• Strong presentation and communication (verbal and written) skills.

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief, or age.