Senior Relationship Manager (UK clients)

Responsibilities

• Develop your own client network of HNWI / UHNWI clients in the United Kingdom.
• Act as a trusted advisor to clients and prospects by providing recommendations that encompass multiple products and services.
• Develop an in-depth understanding of clients’ needs, preferences and overall wealth and be responsive to changes in the business environment or clients’ needs.
• Effectively manage a book of clients and act as a relationship lead accountable for the clients’ experience.
• Leverage specialists, service officers and other expert resources to ensure the integrated delivery of investment fiduciary, credit, and banking solutions.
• Build relationships with internal and external sales referral partners and identify new business development opportunities.
• Manage sophisticated clients with complex domestic and international wealth structures.

Qualifications

• Established book of clie...