Summary

Fantastic opportunity in a leading international private bank for a Relationship Director to join a highly successful and growing team.

Description

The Role

My client seeks an experienced Relationship Manager to join its Private Client team in London. This is a senior opportunity for a client-focused professional who can take ownership of a portfolio of High Net Worth clients, deliver comprehensive wealth management solutions and develop trusted, long-term relationships.

As the primary point of contact between the client and the bank, you will represent the organisation externally and play an important role internally as a trusted adviser and role model. You will combine commercial focus, investment expertise and outstanding client service to understand evolving client needs and deliver tailored solutions.

Your main responsibilities will be to:

• Proactively manage and develop a portfolio of High Net Worth clients.
• Build deep, trusted relationships by understanding and responding to individual client needs.
• Provide appropriate investment advice in line with Bank policy and asset allocation.
• Deliver comprehensive wealth management solutions, working closely with specialist teams.
• Identify opportunities to deepen existing relationships, increase share of wallet and cross-sell relevant solutions.
• Develop new client relationships through your own network and existing client base.
• Keep up to date with investment strategy, product performance, market developments and research.
• Act as a strong advocate for clients, ensuring their feedback helps shape products and services.
• Maintain high standards of regulatory compliance, risk management and client documentation.
• Where applicable, lead and develop team members, fostering collaboration, high performance and continuous improvement.

Qualifications & Experience

You’ll be a confident and credible relationship professional who earns the trust of clients and colleagues through honesty, integrity and authenticity. You will communicate clearly, put clients at the centre of decision-making and be comfortable navigating ambiguity to achieve results.

My client is particularly interested in candidates who can:

• Build and manage strong client relationships.
• Demonstrate sound leadership and people-development skills.
• Bring corporate values to life through their everyday behaviour.
• Communicate effectively with a range of stakeholders.
• Inspire collaboration, openness, enthusiasm and curiosity.
• Demonstrate a commitment to continual improvement and exceptional client service.
• Role-model strong leadership and professional standards.

IMC, Level 4, PCIAM6 or equivalent qualification is required. This is a Certified role, with responsibility for operating in accordance with applicable policies, regulations and FCA Conduct Rules.

Remuneration

The bank is determined to appoint a high calibre candidate and is offering a negotiable basic salary and a remuneration package which will include a range of benefits and discretionary bonus.

To apply, in the strictest confidence, please send your CV to Robin Douglas at robin@douglaspartnership.com or call him on +44 (0)20 7193 0064

Summary

Fantastic opportunity in a leading international private bank for a Senior Wealth Planner to join a highly successful and growing team.

Description

The Organisation

My client seeks an experienced Wealth Planner to join its Wealth Planning team in London. The successful candidate will provide specialist wealth planning advice and solutions to support Relationship Managers in acquiring, maintaining and growing private client relationships.

The Role

As a trusted subject matter expert, you will focus primarily on UK domestic wealth planning, while helping clients and colleagues navigate international and cross-border requirements. You will work closely with Relationship Managers, internal specialists and external advisers to develop and implement appropriate wealth planning solutions.

Qualifications & Experience

To be successful in the role, candidates should meet the following requirements:

• Strong knowledge of UK wealth management, private banking and the regulatory landscape.
• Experience matching complex client needs with appropriate wealth planning solutions.
• Strong stakeholder management, negotiation and project management skills.
• Strategic thinking and sound commercial judgement.
• A client-centric approach and commitment to delivering exceptional outcomes.
• Level 6 qualification, ideally with Chartered Financial Planner status or equivalent.
• Ideally, a degree in law, tax or a relevant professional qualification such as CTA or STEP.

Remuneration

The bank is determined to appoint a high calibre candidate and is offering a negotiable basic salary and a remuneration package which will include a range of benefits and discretionary bonus.

To apply, in the strictest confidence, please send your CV to Robin Douglas at robin@douglaspartnership.com or call him on +44 (0)20 7193 0064

Summary

An exciting opportunity in one of the UK’s leading investment management companies for a private client investment management professional who is passionate about investments and client service. The role provides a platform for the right individual to develop via an established client bank plus strong intermediary connections.

Description

The Firm

My client is one of the UK’s leading investment management companies, with responsibility for significant funds under management. The company has worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of their clients; it seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of its clients for many years. With a substantial team of dedicated professionals located across numerous sites in the UK, the company is looking to strengthen the investment team in Bristol with the appointment of a qualified private client investment manager.

The Role

The established and successful investment team within the Bristol office manages substantial multi-asset family, pension, trust, offshore, company and charity investment portfolios, working closely with clients and advisers to deliver a high quality, bespoke service. The role will involve helping to sustainably maintain and grow the client base by providing a high standard of portfolio management service to clients and the IFAs/intermediaries with whom the team works.

The successful candidate will take over primary responsibility for an existing high-quality book of discretionary clients with a view to maximising the value of existing relationships and nurturing new business leads where possible. They should also be comfortable in pursuing new business opportunities both directly and through intermediaries, and will be expected to initiate and develop leads and relationships as part of the team’s platform for future growth.

Qualifications & Experience

The ideal candidate will possess at least 6-8 years’ experience of  managing discretionary stocks and shares portfolios for private clients and be hard-working, numerate and passionate about investments and client service. The role provides a platform for the right individual to develop via an established client bank plus strong intermediary connections.

Competencies, Skills and Behaviours

• Experience in private client investment management.
• Hard-working, dynamic individual who is looking to build a successful career in private client investment management.
• Excellent interpersonal skills with the ability to communicate effectively with colleagues, clients and IFAs/intermediaries.
• Exceptional focus on attention to detail.
• Good numerical skills.
• Reliable and enthusiastic individual with a strong sense of integrity.
• Highly IT literate with an ability to learn new systems.
• Excellent working knowledge of Microsoft Office Word, Excel and PowerPoint.
• Working knowledge of Fiscal and Pulse is desirable but not essential.
• Excellent telephone manner.
• Competent at working to deadlines and managing own time.
• Flexible attitude to work in response to changing workloads and deadlines within the team.
• Proactive individual who is naturally efficient, conscientious, organised, can manage time well, competent at working to deadlines and keen to learn.
• Able to communicate at all levels and prepared to assist fellow team members in all aspects of the day-to-day business.

Remuneration

The company is determined to appoint a high calibre candidate and is offering a negotiable basic salary and a remuneration package which will include a range of benefits and discretionary bonus.

To apply, in the strictest confidence, please send your CV to Robin Douglas at robin@douglaspartnership.com or call him on +44 (0)20 7193 0064