Job description
A leading Private Bank are seeking an additional Relationship Manager to join their growing presence in Scotland.
Based out of either Edinburgh or Glasgow, you will be the principal point of contact for HNW and UHNW clients - responsible for delivering comprehensive wealth-management solutions, deepening client relationships, and growing the client portfolio in line with the bank's strategic objectives.
The ideal candidate;
- Recent and relevant experience within a Private Bank or Wealth Management/Investment Management business
- CISI qualifications - either qualified to Level 6 PCIAM or Level 7 Chartered Wealth Manager
- Experience in nurturing relationships with HNW clients
- Can demonstrate an ability to tap in to an external network of professional introductions (such as accountants, lawyers)
My client has a prestigious brand and has established itself in key cities across the UK. They are entering an exciting period of further growth, with Scotland being identified as a key driver in it's further strategic plans - resulting in an exciting time to be part of its journey.
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
