Relationship Director

FANTASTIC OPPORTUNITY WITH EXCEPTIONAL BONUS SCHEME! Relationship Manager/Director London - City & West End Basic to £130,000 plus fantastic reward structure. Company An international employee owned wealth management firm undergoing considerable growth within the UK market. Role Responsible for the provision of complex investment advice to existing and new HNW/UHNW clients. Your focus will be on developing and maintaining long term and profitable relationships and ensuring performance in line with the clients stated investment goals. Candidate You MUST BE CISI LEVEL 6 (PCIAM) QUALIFIED AS AN ABSOLUTE MINIMUM. You will have a solid background as a private client discretionary investment manager within a UK wealth management environment. You will have a mature book of existing clients from which to leverage business opportunities. You will have a business development mindset that constantly looks to secure new opportunities. For an initial conversation please contact Chris on 07784 945190, respond directly to this posting or email chris.smith@heatuk.com

Location: London, GB

Posted Date: 6/13/2025