Relationship Manager - Edinburgh

Basic + Bonus + Benefits - Sales
Ref: 421 Date Posted: Thursday 11 Oct 2018
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Role:                   Wealth Manager

Location:             Edinburgh

Remuneration:    DOE

 

Purpose:

The Wealth Manager (WM) is responsible for understanding and reviewing clients’ investment needs, attitude to risk, current investments, personal circumstances and then proposing a suitable investment strategy. This work is often done in conjunction with the client’s Financial Planner/Wealth Manager/IFA.

The role is a mixture of business development and servicing relationships with financial planners and their clients. The WM will be capable of building relationships with new high quality financial planners and their clients whilst maintaining and developing the business with existing financial planners and their clients.

The initial leads for prospective financial planners and their clients will arise from a variety of sources including general marketing, seminar activity, referrals, industry partners and contacts, fund sales, and the RM’s own contacts. However, the role includes a significant amount of contacting people whose knowledge of the provider will initially be limited, and the WM will be expected to have a lead generation and business building mentality.
 
The individual:
 
The WM should have a high degree of private client investment management knowledge including portfolio construction, asset allocation, UK and overseas investment markets, performance measurement and regulatory responsibilities. They should also be aware of the changing trends within the industry and have an appreciation of the opportunity and challenges of working with third party financial planners
 
Qualifications:
 
The successful candidate should be CF30, and ideally hold the CISI PCIAM paper or equivalent and hold, or
be eligible to apply for, a Statement of Professional Standing.
Ideally Level 6 qualified.
 
Other relevant information:
 
Be very clear, driven and realistic in their short, medium and long term professional goals and ambitions
Be articulate and project assertiveness, clarity, integrity and gravitas in their personal communication
Be commercially astute, disciplined, ambitious and confident in their approach to the development of their own
‘book’, displaying a high degree of personal ownership.
Willing and able to travel extensively to all parts of Scotland to meet with prospective and existing clients and
financial planners
 
 
For an initial conversation please contact David Hill on 0797 999 6365, or email david@keillar.com