Relationship Manager-Private Client investment

Alexander Lort
09 May 2017
07 Jun 2017
Contract Type
Full Time

We are seeking talented private client investment relationship managers. This position may appeal if you are tired of the IFA or Banking sector but want to continue your career by joining a global fast growing Investment Management organisation. You may feel that your skill set is forging strong client relationships and providing exceptional client service.

Our client is, a privately-held investment management firm that manages portfolios for high net worth private clients and some of the world's preeminent institutions. The organisation has grown significantly within the financial services industry over the past decade and they are now searching for highly talented finance professionals to join our team as Investment relationship managers in the London office to work with clients in Sweden.


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—all of the clients are new investors with the firm.


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