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Investment & Portfolio Relationship Manager – HNW/UHNW Clients
Sun Global Investments Limited
London W1W
£60,000 - £70,000 a year
Full-time
Apply now

Job details

Here’s how the job details align with your profile.

Pay

£60,000 - £70,000 a year

Job type

Full-time

Benefits

Pulled from the full job description
Company pension
Private medical insurance

Full job description

Sun Global Investments Limited is seeking an experienced Investment & Portfolio Relationship Manager to join our growing team.

The role focuses on developing and managing HNW/UHNW clients, financial assets and investment portfolios, with a strong emphasis on international clients and investors interested in emerging markets and US investment opportunities.

Key Responsibilities

  • Develop and manage HNW/UHNW client relationships and investment portfolios.
  • Acquire new clients through professional networks, referrals and introducers.
  • Understand clients’ investment objectives, risk appetite and asset allocation requirements.
  • Provide investment and portfolio guidance across relevant financial markets and asset classes.
  • Identify opportunities to grow client assets under management (AUM).
  • Build long-term relationships with international clients and professional intermediaries.
  • Work closely with investment, product and compliance teams.

Ideal Candidate

  • Experience in Wealth Management, Private Banking, Investment Advisory, Portfolio Management or Financial Services.
  • Proven track record of managing or acquiring HNW/UHNW clients and financial assets.
  • Strong understanding of investment products, portfolio construction and global financial markets.
  • Existing international client or professional network, particularly involving clients interested in emerging markets and/or US investments.
  • Strong business development and relationship management skills.
  • Relevant investment/financial qualifications are advantageous.

We welcome professionals with diverse international experience and established relationships across global client markets.

We offer a competitive basic salary of £60,000–£70,000, dependent on experience, together with a generous performance-based commission structure. The package is designed to recognise and reward strong performance, client relationships and results.

Pay: £60,000.00-£70,000.00 per year

Benefits:

  • Company pension
  • Private medical insurance

Work Location: In person

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