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Relationship Manager, Wealth Management

eFinancialCareers
Job LocationLondon
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

We are recruiting an entrepreneurial, self-employed partner with their own book of current HNW clients, looking to transform their career and success.NOTE: REMUNERATION FOR THIS ROLE IS BASED ON A HIGH LEVEL OF COMMISSION ONLY, PLUS POTENTIAL EQUITY SHARE FOR THE RIGHT CANDIDATEWhat you get with WELREX

  • Legal ownership of your client book and the ability to run your own independent business on your terms, on the WELREXplatform
  • Certainty that you set your own targets and get compensated purely on the results you deliver
  • Intuitive digital end-to-end platform which affords Quick and easy sign-up and on-boarding for you and your clients
  • Ability to work how and where you want
  • Underpinning of UK Financial Conduct Authority accreditation through WELREX FCA authorisation.
WELREX is a game-changing digital platform which empowers entrepreneurial Relationship Managers to run their own sustainable Wealth Management business and enables their HNW clients to make the most of their wealth.We define Independent Relationship Managers as individuals who currently handle a portfolio of HNW clients at private banks and other wealth management companies such as multifamily offices or independent investment practices, and who are ready to conducttheir business independently on an intuitive, digital platform.WELREX was set up by people who successfully transitioned from overworked and underpaid employees to happy, self-sufficient, well-balanced, and financially independent WM business owners in their own right.We offer this partner the security of legally owning their client book, a high level of success-based and commission-only remuneration, potential equity participation, and everything an advisor needs to transition from a corporate environment to the rewarding,enjoyable, and challenging world of entrepreneurship. If you thrive on getting things done in an effective, smart, and forward-looking way and are aspiring to move your career to the next level, then you are the person for our team.Key role responsibilities
  • Nurturing and developing existing client base through successful client management on the WELREX platform
  • Promoting and utilising the range of products and services with clients, advising the clients on the usage and benefits of the solutions
  • Communicating on a regular basis with established clients to ensure that the highest level of service is delivered at all times
  • Responding to inquiries and providing guardianship and consultancy services to a discrete number of clients personally
  • Liaising with WELREX executive team and other team members to develop the business and client base in a compliant manner.
Candidate experience, attributes, and values
  • British citizenship/right to work in UK
  • A self-generated transferable book of HNW investment business.
Experience
  • 7+ years experience in Emerging Markets Wealth Management industry
  • High level of knowledge of the wealth and asset management sector as well as Wealth Tech solutions
  • Transferable book of Wealth Management clients Ability to handle wealth management holistically, i.e., cover a 360-degree view of the clients needs
  • Fitness and propriety as well as professional qualifications required by the FCA to advise professional and/or retail clients on investments
  • University degree
Attributes & Values
  • High integrity and values-driven mentality
  • Can-do attitude, naturally flexible approach, willing to consider less traditional alternatives
  • Drive and ability to handle client business digitally as well as face-to-face
  • Masterful client relationship management skills and acumen
  • Self-discipline, independent decision-making, and a constant and never-ending improvement mentality
  • Team spirit, as well as entrepreneurial self-sufficiency to deliver results
  • Good cultural fit with the WELREX team
  • Sense of humour is non-negotiable!
WELREX is a London-based digital wealth management (WM) platform that takes the relationship of Independent Relationship Managers (IRM) and their High Net Worth (HNW) clients with links to key Emerging Markets (EM) to the next level. WELREX provides asuperior way to manage, preserve and grow wealth, saving time, money, and effort for IRMs and their HNW clients. It promotes transparency and strengthens trust between IRMs and their clients, transcending existing global wealth management standards.

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