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Displaying 1-6 of 6 jobs matching your search for Relationship Manager Jobs.
Well established & award winning wealth management firm is looking for a seasoned investment professional to develop client relationships for their Family Office investment function.
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Our client an award winning and well established Wealth Management company are looking for 2 experienced Client Relationship Managers :
1. Sell through intermediaries eg accountants, solicitors, IFAs etx
2.
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PRIVATE BANKING RELATIONSHIP MANAGER
The Role:
Reporting to the Head of Private Banking, responsibilities will include:
· Formulating and executing a marketing strategy to existing and potential clients · Assessing client risk profiles and advertising on asset allocation · Monitoring clients portfolios, maintaining regular contact with clients · Liaising with all banking departments to provide an excellent client service
The Person
· Minimum 3 years?
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Founded in 1901, our client is today an independent, privately-owned wealth management organisation, with offices in London, Switzerland, the Channel Islands, Luxembourg, Israel, South Africa and the Netherlands.
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Reporting to Head of Sales & Marketing, the Head of Relationship Management will effectively manage the team to ensure their successful achievement of business targets and objectives and compliance with FSA regulations.
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Our client is a dynamic asset management house with an absolute return bias and a track record of investment performance since 1997. (...) They offer a range of multi-manager hedge funds, boutique funds and innovative portfolio solutions including a bespoke service.
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