Relationship Manager Wealth Management
Relationship Manager Wealth Management
Cooper Fitch- Posted 4 hours ago
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Job Description
We are partnering with an established international financial institution seeking an experienced Relationship Manager to support the growth of its private banking and wealth management business.
This opportunity is suited to a commercially driven professional with an entrepreneurial mindset, an established network within the independent wealth management industry and a proven ability to originate new business.
Key Responsibilities
- Develop and maintain relationships with independent wealth management firms, financial intermediaries and investment advisory businesses.
- Identify and originate new business opportunities, growing client relationships and assets under custody.
- Build and manage a strong pipeline of prospective institutional and intermediary relationships.
- Work closely with internal investment and banking teams to deliver tailored wealth management solutions.
- Promote a comprehensive range of investment, custody and banking services.
- Contribute to revenue growth and the continued expansion of the business.
Candidate Requirements
- Experience in private banking, wealth management or financial intermediaries coverage.
- Established relationships with independent wealth managers and investment advisory firms.
- Proven track record in business development, relationship management and asset gathering.
- Strong understanding of investment products, custody and private banking services.
- Entrepreneurial, commercially minded and highly relationship-driven.
- Excellent communication and interpersonal skills.
More Info
Key Skills
banking services
asset gathering
