A private banking group has a vacancy for a Senior Relationship Manager with at least 5 years relevant experience, ideally qualified to RDR Level 6.
The successful individual will be responsible for a significant client base in the UK, Channel Island and Switzerland. The Relationship Manager is responsible for the proactive and autonomous management of a portfolio of High Net Worth private clients. This entails the delivery of comprehensive wealth management solutions to meet the clients’ needs as well as dealing with routine enquiries and transactions.
Applicants must have good investment and technical skills, have great oral and written communications skills, a willingness and ability to host and engage with clients in both business and social settings. The role holder will need to be able to bring a book of private client business or have the potential to do so.