Kingsley Adams Finance Recruitment
Private Client Relationship Manager
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About the Role
Our client is a high-performance, entrepreneurial bank with a strong reputation for delivering an exceptional, relationship-led service to its clients. This is a high-level, sales-led role within a growing private client business, focused on developing and managing relationships with high-net-worth clients.
The successful candidate will be responsible for growing an existing portfolio, increasing share of wallet, generating referrals and, importantly, self-sourcing new clients. This is a commercially focused position where success will be measured against clear business development, revenue and client growth targets.
The Person
Our client is looking for exceptional salespeople with strong commercial instincts, energy and resilience. Previous wealth management experience is not essential; the priority is finding someone with the personality, sales ability and drive to succeed in a high-performance private client environment.
The ideal candidate will be:
- Highly engaging and personable, with the ability to build relationships quickly.
- Commercially driven and motivated by ambitious targets.
- Resilient and comfortable with cold outreach, rejection and longer sales cycles.
- Entrepreneurial, proactive and capable of self-generating new business.
- Confident and credible when dealing with successful, high-net-worth individuals and professional introducers.
- A strong team player who can work effectively with internal specialists.
- Self-disciplined, organised and focused on pipeline management and follow-through.
- Curious about markets, business and clients, with the ability to use this knowledge to open meaningful conversations.
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Key Responsibilities
- Self-source new high-net-worth client relationships through personal networks, referrals, introducers and proactive business development.
- Develop and manage a strong new business pipeline, with ownership of activity, conversion and revenue targets.
- Grow an existing client portfolio by identifying opportunities, increasing share of wallet and generating referrals.
- Lead the full sales cycle from initial contact and needs analysis through to negotiation and completion.
- Build trusted, long-term relationships with clients and deliver a high-quality, relationship-led service.
- Work collaboratively with internal specialists across banking, lending, FX and wider financial solutions.
- Attend networking, industry and client events to generate new opportunities.
- Maintain strong CRM discipline and accurately manage pipeline, activity and forecasting.
- Stay informed on market trends, economic developments and client sectors to identify new business opportunities.
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Essential Experience
- Proven track record of success in a sales or business development role.
- Demonstrable experience consistently delivering against commercial targets.
- Strong new business origination and relationship-building skills.
- Excellent communication, influencing and negotiation abilities.
- Experience working with high-net-worth or equivalent clients is desirable.
- Strong commercial awareness and a proactive, entrepreneurial approach.
- Comfortable working in a competitive, target-driven environment.
- Strong resilience, tenacity and self-motivation.
Our client is particularly interested in exceptional sales professionals from outside traditional wealth management backgrounds who can demonstrate a strong track record of winning business, building relationships and consistently exceeding targets.
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