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HNW Relationship Manager

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £35000 - £60000 per annum

  • Contact:

    Gary Raine

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    about 1 year ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


Are you comfortable working with HNW Clients? Are good at building lasting relationships and putting clients needs first? Do you like the idea of not working to targets and doing the right thing?

If the answer is yes then perhaps I have the right opportunity for you !

Working for this very reputable advisory firm you will focus on the relationship management of a portfolio of HNW Clients, acting as a trusted relationship manager and the ‘go between’ from the Client to both the companies Financial Planning and Investment Management teams.

Following a smooth handover period you will take over the running of a client bank across the Yorkshire region and offer an outstanding service to some of the companies most loyal clients.

Holding either the diploma in financial planning or IMC you will then develop in to the role which could become an authorised advisory position, given the expansion plans this position has great scope to grow.

Salary is to c£55k depending on experience and qualifications with additional bonus and benefits also available.