Investment & Portfolio Relationship Manager – HNW/UHNW Clients

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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