Role requirement
Vacancy type
Permanent
Sector
Private Wealth Management
Specialisim
Client Services / Relationship Management
Location
London
Language skills
English
Job reference No.
BBBH16000
Salary
Competitive
Data Published
31/03/2025
Closing date
28/04/2025
Do you hold the CISI Level 4 (Investment Advice Diploma - IAD) OR the full Investment Management Certificate (IMC) plus CFA Level 1? Or do you hold the CII diploma in financial planning?
Do you currently have 'transferable' clients who would follow you to a new role with a highly successful and established private wealth management organisation in London?
We are actively seeking applications from individuals from either a wealth management or private banking background. Please note it is essential that you have a strong network you can leverage for this role as well as transferable clients.
In this role you will focus on generating relationships with new clients using your strong business development skills as well as looking after a portfolio of existing clients. You will have an excellent understanding of regulated financial products coupled with a track record of operating as a relationship manager covering a client base of HNW/UHNWI/professional clients either in the UK or international markets.
Benefits:
- A highly competitive compensation structure
- Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16000
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM
Contact
Kamilla has been an integral part of Core-Asset Consulting for almost 12 years. She finds immense satisfaction in supporting people to transform their lives, and her approach is driven by empathy and connection. Specialising in permanent recruitment, Kamilla’s expertise spans front-office investment management, client management, and actuarial.
She excels in finding the perfect fit across all asset classes and geographies, taking pride in the challenge of locating the ideal candidate for each client. Kamilla’s dedication goes beyond filling roles; she supports long-standing relationships, understanding every aspect of her candidates' journeys. This deep connection allows her to provide exceptional value to clients and candidates alike. Her efforts have helped individuals relocate from Asia to the UK, change career paths, and follow their dreams. Kamilla has a first-class degree in Business Management, and is trilingual in English, German and Russian.
We put people before profit, service before sales and ethics above all.
Betsy Williamson Chief Executive Officer