Relationship Manager

InterQuest Group

  • England
  • £110,000 per year
  • Permanent
  • Full-time
  • 8 days ago
  • Apply easily
Job Description – Relationship Manager (Private Wealth / Multi-Family Office)Location: London, United Kingdom (4 days in the office, WFH Wednesday)Level: Mid-Senior (VP/SVP equivalent)Salary: £90,000 – £110,000 + performance-based bonuses, equity/share scheme, and corporate bond incentive structureEmployment: Permanent, Full-timeAbout the FirmOur client is a well-established multi-family office specialising in private wealth management and investment advisory. They provide bespoke investment strategies across a range of regulated products and services, supporting high-net-worth individuals and families in achieving long-term financial success.With a culture that values creativity, service excellence, and long-term relationships, the firm combines deep market knowledge with a personalised approach to wealth management. They are now seeking an experienced Relationship Manager to join their team in London and help grow their client base across Africa (Kenya) and/or the Middle East (Dubai).Key ResponsibilitiesClient Acquisition & Management
  • Manage an existing portfolio of clients with assets under management (AUM) of c.$25m.
  • Develop new client relationships across target jurisdictions (Africa, Middle East), leveraging personal networks and market expertise.
  • Provide tailored investment advice aligned with each client’s risk appetite and financial objectives.
Governance & Service Delivery
  • Ensure compliance with regulatory frameworks and internal processes, safeguarding both the firm and its clients.
  • Deliver an excellent client experience, building trust and fostering long-term relationships.
  • Act as a point of contact for clients, providing market insights, portfolio updates, and rebalancing advice.
Business Development & Strategic Growth
  • Identify and convert new business opportunities, driving AUM growth and revenue generation.
  • Collaborate with internal stakeholders to align client needs with the firm’s investment strategy.
  • Represent the firm at industry events, conferences, and seminars, maintaining up-to-date CPD requirements.
Operational Contribution
  • Contribute to firm-wide strategic initiatives led by senior management and the Board.
  • Work closely with global colleagues across different time zones to ensure seamless service delivery.
Preferred Skills & Experience
  • 5+ years’ experience as a Relationship Manager within wealth management, private banking, or a multi-family office environment.
  • Proven track record of acquiring, managing, and growing HNWI/UHNWI client relationships.
  • Strong understanding of regulated financial products and investment structures.
  • Existing book of clients (or ability to demonstrate access to relevant networks) with clear AUM track record.
  • Relevant professional qualifications – minimum CISI Level 4 (CFA, CISI, or equivalent) with FCA registration for client dealing.
  • Excellent interpersonal, influencing, and negotiation skills, with fluency in English. Additional language skills relevant to target markets (Arabic, Swahili, French) advantageous.
  • Entrepreneurial mindset with the ability to balance business development with day-to-day relationship management.

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