Relationship Manager-Private Client investment
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
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