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Wealth Management

Senior Private Client Relationship Director

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Heat Recruitment
Full Time position
Listed on 2026-06-07
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Job Description & How to Apply Below
A UK investment firm is seeking a Private Client Relationship Manager/Director to provide complex investment advice and manage high-profile client relationships. The ideal candidate must be CISI/CFA Level 6 qualified, with a solid background in private client discretionary management. This full-time role offers competitive compensation and an opportunity to leverage an existing mature client book.
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Position Requirements
10+ Years work experience
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