Location: United Kingdom (Remote with occasional client meetings)
Type: Full-Time, Permanent
Sector: Wealth Management / Financial Services

About the Opportunity – Relationship Management in Wealth Management

Our client is a leading and rapidly-growing provider of Wealth Management and Financial Advisory services within the UK. We are seeking a driven and results-oriented Relationship Manager to join their team. In this key role, you will nurture and expand client relationships, providing high-quality financial planning and investment solutions to help clients achieve their long-term goals.

About the Company – Leading Financial Services Provider

Our client offers tailored investment strategies and a suite of wealth management solutions for individuals, families, and organizations. With a broad and loyal clientele, the company is recognized for its integrity, innovation, and commitment to excellent client service.

Key Responsibilities in Wealth Client Relationship Management

• Develop and maintain trusted relationships with high-net-worth individuals and institutional clients
• Deliver comprehensive wealth management advice, including investment, retirement, and estate planning solutions
• Understand client needs and provide tailored financial strategies aligned with their risk profile and goals
• Grow assets under management (AUM) by identifying opportunities for new business and managing referrals
• Monitor and review investment portfolios, ensuring optimal performance and compliance with regulatory requirements
• Collaborate with internal specialists to deliver holistic financial services to clients
• Stay current on financial markets, investment products, and regulatory changes impacting wealth management
• Ensure all client documentation and records are accurate and maintained in line with compliance standards

Skills and Experience Required – Relationship Manager, Wealth Management

• 5+ years of relevant experience in wealth management, private banking, or financial advisory. Very proficient in English and the basics of financial concepts
• Proven track record in pre-sales or direct sales, preferably in B2B or high-ticket B2C segments. Experience in customer service or relationship management will be preferred
• Demonstrable track record of building and managing client relationships within the financial services sector
• Strong knowledge of investment products, financial planning, and regulatory frameworks in the India
• Graduate/Postgraduate from with a specialization in Finance or Dual Specialization MBA are preferred
• Excellent communication, interpersonal, and relationship-building skills
• Analytical mindset, with a commitment to delivering results and maintaining client trust
• Proactive, organized and able to manage multiple client accounts simultaneously
• Ability to work independently and collaboratively within a dynamic, inclusive team environment
• Not suitable for candidates with only back-office or operational profiles or analyst roles

What We Offer – Career Growth in Wealth Management

• Highly competitive compensation and performance-related bonuses
• Continuous professional development and training
• Opportunity to work with industry leaders in a collaborative and supportive culture
• Flexible working arrangements, including remote work
• Comprehensive benefits package

Application & Recruitment Process

We look forward to receiving your application. All applications will be treated confidentially and assessed on merit. Our recruitment process is designed to ensure an efficient and inclusive experience for all candidates.

Recruitment Partner

This position is managed by Sperton, an international recruitment and consulting partner committed to connecting high-calibre professionals with leading financial services employers.