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Senior Relationship Manager [Private Clients]

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Date Posted

28 February 2024



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An exciting position has arisen to join a growing team at a reputable private wealth management firm as a Senior Relationship Manager. This is an excellent opportunity for candidates wishing to expand their network within an international client base, working across a wide range of public and private assets.


Key Responsibilities:

  • Support existing and develop new relationships with private clients.
  • Develop a complete understanding of client’s business, objectives, goals and market challenges, and ensures relationship plan is consistent.
  • Educate clients on emerging trends, market outlooks, issues, regulatory/tax changes etc.
  • Work effectively with internal stakeholders across the firm to agree objectives of planned engagement with clients.
  • Gather and review investor feedback to assess opportunities to improve client experience and satisfaction.


Candidate Profile:

  • Minimum 8 years’ experience working closely and building relationships with private clients.
  • CFA and/or CISI Level 6 highly desirable.
  • Excellent organisation and planning ability.
  • Strong presentation and communication (verbal and written) skills.


Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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