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Wealth Relationship Manager

WEALTHLINK RECRUITMENT LTD · London

Hybrid 55,000 - 65,000 GBP/year 🇬🇧 English

Job description

About the role

Our client, a leading global financial services firm, is looking for a sales‑orientated, driven professional to join their UK Wealth Management division as a Relationship Manager. You will be responsible for building strong relationships with new and prospective investment clients and delivering a first‑class service on the investment platform.

Key responsibilities

  • Develop and maintain relationships with new and existing investment clients.
  • Provide exceptional service to users of the investment platform.
  • Collaborate with Wealth Managers to deliver financial planning services.
  • Support initiatives to increase market share.

Required profile

  • Client‑centric with a strong sales mindset.
  • Minimum Level 4 qualification (CII, CISI, LIBF accepted).
  • Relevant experience in UK Wealth Management, client services, relationship management, sales or technical/paraplanning.

Required skills

    What we offer

    • Competitive salary (DOE) with a range of £55,000‑£65,000 per year.
    • Benefits package including bonus, generous pension and PMI.
    • Hybrid working model – three days a week from home.
    • Development pathway into a Wealth Manager role.
    • London city office environment.

    Questions fréquentes

    Le salaire proposé pour ce poste est de 55-65k GBP par an. Le détail figure dans l'annonce.
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    Published 1 month ago

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    WEALTHLINK RECRUITMENT LTD

    London