Exciting leadership opportunity for a Senior Director Business Development - Wealth Management with an award winning asset manager in London.
Leadership role. Intermediary market. Discretionary management services.
Award winning asset manager focused on wealth management. London.
The Private Client Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy, using the Wealth management services.
Building relationships with both new and existing private clients.
Lead flow for prospective clients will arise from a variety of sources including general marketing, events attendance, referrals, partnerships and professional relation
Fantastic Opportunity within Investment Management Company
Edinburgh City Centre
- EdinburghPermanent£25,000 - £40,000
The Relationship Manager (RM) is responsible for understanding and reviewing clients investment needs, attitude to risk, current investments, personal circumstances and then proposing a suitable investment strategy. The role is a mixture of selling and servicing relationships with financial planners and their clients.
Exceptional opportunity for expereinced Relationship Manager
Our client is an internationally renowned Investment Management Company
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