Back to jobs

Relationship Manager

Job description

A rare opportunity has arisen with a leading private bank who require a Wealth Manager to join their busy team based in the center of Leeds.

The existing team currently manage over £1bn of ultra-high-net-worth private client assets which continues to grow via internal channels, along with a strong existing network of professional introducers.

The Wealth Manager will work closely with 2 Senior Directors who have full responsibility for client relationships, with the intention of the successful candidate being introduced to clients and a longer-term plan to have individual responsibility.

You will need:

  • CISI level 4 IAD qualification as a minimum requirement. If not already achieved, support towards CISI level 6 PCIAM or CISI level 7 CWM is available
  • Recent experience within a wealth management, advisory firm or private bank either in a relationship, portfolio or investment management capacity
  • Demonstrate an ability to engage and build relationships with HNW/UHNW individuals

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

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.