Latest Vacancies in Relationship Management

This is an exciting opportunity for a motivated individual with Credit Analysis experience to join a small team in the front office of an International Corporate Bank.

Working within the Bank’s NBFI / FI clients including: Broker Dealers, Insurance firms, PE Funds, Investment Trusts, Asset Managers, the role involves liaising with the group’s relationship managers, assisting them to service clients by providing credit analysis support as well as ongoing client relationship management and development.

The ideal candidate will have 2-5 years experience in Credit Analysis and looking to transition to a front office role or someone in a institutional finance / origination support role of a bank or consultancy firm, looking for more business relationship management experience.

You must have an understanding of credit products (e.g. Term Loans, RCFs, NAV, SBLC’s), and ideally previous NBFI / FI experience with relationship management and hold a UK VISA as the employer is unable to sponsor candidates.

Unfortunately we won’t be able to reply to all applicants directly, but we will consider everyone that applies for the role.

Our client is one of the world’s leading Global Investment Banks.  They are looking for a VP/ ED to join their Wealth Management Audit Team in the UK, based in London.  As part of a small and talented team of five, you will have responsibility for delivering the audit services, leading risk assessments, developing audit plans and managing their execution and completion.  The role will involve delivering special project services and managing your own client portfolio and relationships across the business groups, as well as managing junior auditors.  The role also offers the opportunity to professionally interact with senior management, whilst keeping abreast of the latest developments in the bank’s environment and business activities of the Group.

You will be a high performing, results orientated individual with a strong audit background, and a track record in Wealth Management.


  • ACA or ACCA with a minimum of 3 years’ experience at VP level in either Wealth Management or Private Banking Audit
  • Excellent verbal and written communication skills
  • Ability to interact easily with all levels of personnel, both within internal audit, and the business as a whole.


c£50-75k+ No revenue hurdles, + profit share – Huntly, Scotland.
Our client, an award winning business offering traditional Advisory & Discretionary Investment Management  services to private clients, is seeking an experienced Investment Manager or Relationship Portfolio Manager for a Senior role in their Grampian team.

The role has become available due to a senior team member retiring and consequently there is no requirement to bring in new business as the role will take over an established book of clients. However, new client introductions would be welcomed.

This is an excellent career move for someone looking to relocate from a small owner managed house or a mid – large Investment Manager, Wealth Manager or Stockbroker looking for a smaller company environment where you will have autonomy to manage an established book of business within a group that respect an efficient, comprehensive and integrated approach to client suitability and management. In return you will be rewarded with an attractive remuneration package with no revenue based hurdles plus equity / profit share, and the potential to take on broader companywide responsibilities including risk management, P&L and staff management.

Working alongside a co-Investment Manager and supported by two trained staff, you will contribute to investment ideas and asset allocation policies through individual stock analysis and assessment of wider macro-economic instances, for both the branch and the firm’s investment committee.


  • Detailed knowledge of all aspects of investments and market sectors.
  • Be or seeking to be RDR securities qualified (level 4 CISI IAD; level 6 PCIAM or other equivalent accredited retail qualification relating to securities.
  • Positively contribute to investment ideas and asset allocation policies.
  • Be self-motivated with excellent interpersonal skills and be able to communicate well with colleagues and clients alike.
  • Possess strong time management skills and the ability to prioritise workloads.


Investment Director

Investment Director – Head of Investments – Edinburgh

Our client is a leading UK based private client investment and financial planning firm. As a major industry award winner, they offer an exciting and dynamic working environment, backed up by a solid business dating back over a hundred years with an impressive client base. After a recent period of significant change, they are looking to increase their presence in Scotland, and enlarge the size of the existing Private Client Investment Team. They are consequently seeking an Investment Director to join this expanding team in their Edinburgh Office.

You will originate from an investment background, with experience of dealing directly with High Net Worth individuals, assessing their attitude to risk, whilst working closely with them to address their investment needs. Knowledge and experience of the successful construction and management of tailored investment portfolios from both a discretionary and advisory stance is key, as is direct equity investment experience.

As Head of Investments, you will have the necessary excellent interpersonal and people management skills to enable you to successfully manage the existing team of talented investment managers. The emphasis of this role is on the individual having the key skills, gravitas and ambition to develop and drive the business forward. Ideally, you will bring a significant client base with you but in the absence of this, you will be expected to build an agreed value of assets under management within a five year period.

Remuneration for this post Investment Director role will compare well with market competitors, and will be based on the individual candidate. There is potential for an equity share scheme being awarded in the case of exceptional individuals.

Highly regarded financial services Audit Outsourcing consultancy seek a Department Head / Senior Audit Manager to engage with their Asset Management clients.

 You will be working with a niche consultancy arm of one of the large practice firms. Previous incumbents have enjoyed flexible work life balance and mature approach to working culture.
Knowledge of Investment Management Audit is a pre-requisite but you will also have the opportunity to work on Private Banking, Financial Markets and Investment Banking clients. Whilst not the mainstay of the role, any new clients or business opportunities that you develop will be well rewarded.