Relationship manager private client investment

Alexander Lort
16 Apr 2017
16 May 2017
Contract Type
Full Time

Relationship manager private client investment

You may be tired of financial sales and prospecting and want to focus on forging strong client relationships and providing exceptional client service?

Our client is a, privately-owned investment management firm that manages portfolios for high net worth private clients and institutions. The company has grown significantly within the financial services industry over the past decade and are now searching for highly talented finance professionals to join our team as Investment Counsellors in our London office to work with clients in the Netherlands.


Oversee high-net-worth client relationships

Communicate current market strategy and portfolio updates to assigned clients

Act as the liaison between our affluent clients and the organisation’s investment decision-makers

Gain advanced finance and capital markets education through our training and mentoring program

No prospecting, cold-calling or sales—The company supplies you with the client portfolios to relationship manage.


Native or Fluent Dutch AND English language skills required. Fluent language skills in Italian, Spanish, Swedish, Finnish, Danish, Norwegian, or French beneficial.

3+ years of investment industry or financial services success

Applicable finance experience and knowledge of finance and capital markets

University Graduate

Efficient and organized time management skills

Dynamic communication skills

Highly articulate and personable with a strong, professional work ethic

FCA, RDR level 4 qualifications preferred