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Investment Relationship manager- Private client. - London, United Kingdom,


Our client, a privately-held investment management firm that manages portfolios for high net worth private clients and some of the world's pre-eminent 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 the Italian team as Investment Relationship managers, in the London office to work directly with clients in Italy. The company distinguishes itself by putting clients first, providing world-class service, and taking a personalised approach. Join a team that's bringing new approaches to wealth management daily!

If you looking to move out of the IFA or Banking world but stay within the private client investment management sector and join a world class Investment Management organisation, this could be for you. Tired of sales and enjoy the service, relationship management aspect and focus on building strong client relationships and providing exceptional client service? If so this is your ideal job.


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 clients training and mentoring program

Pure relationship management - No prospecting, cold-calling or sales-

Your Qualifications

Native or Fluent Italian AND English language skills required. Fluent language skills in Norwegian, Spanish, French, Finnish, Danish, Swedish, or Dutch beneficial.

3+ years of investment industry or financial services success

Applicable finance experience and knowledge of finance and capital markets

University Graduate

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

Benefits, including:

100% coverage of the supplemental medical and dental premiums for you and your qualified dependants*

28 days annual leave, increasing to 30 after 5 years of service, with ability to purchase up to 3 additional days

Annual Health Screening for you and your qualified dependants*

6% company pension contribution with an additional company match up to 5%

Two pension contributions methods to choose from

Monthly gym subsidy

Interest-free season ticket loan available for purchase upon six months of employment**

Cycle-scheme programme

Voluntary travel insurance (winter and non winter sports option)

A supportive, collaborative working environment

Employee appreciation events

Ongoing training and educational support