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Senior Private Client Relationship Director
Job in
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listed on 2026-05-30
Listing for:
Heat Recruitment
Full Time
position Listed on 2026-05-30
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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