Relationship Manager- Wealth Management

Vanguard UK

Not specified; not specified; relocation assistanc...
Hybrid
Manage self-directed ultra-high-net-worth clients
Deliver personalized high-touch client experience
Discuss private equity trusts and charitable giving
Vanguard is seeking Relationship Managers to manage a book of self-directed ultra-high-net-worth clients holding between $5–25 million in assets

Job Summary

  • Vanguard is seeking Relationship Managers to manage a book of self-directed ultra-high-net-worth clients holding between $5–25 million in assets.
  • The role involves delivering exceptional experiences through education, guidance, and tailored solutions to help clients achieve long-term goals.
  • Comprehensive training and onboarding are provided to support success in this hybrid working model that includes in-office collaboration.

Matching Summary

Vanguard is seeking Relationship Managers to manage a book of self-directed ultra-high-net-worth clients holding between $5–25 million in assets.

Salary

Not specified; Not specified; Relocation assistance available for qualifying candidates

Skills & Requirements

Must-have

  • Manage self-directed ultra-high-net-worth clients
  • Deliver personalized high-touch client experience
  • Discuss private equity trusts and charitable giving
  • Proactively address client inquiries and resolve issues

Nice-to-have

  • Strong foundation in managing a book of business
  • Consultative mentality with passion for guiding clients
  • Genuine curiosity and empathy for client aspirations
  • Experience building trusted relationships with HNW clients

Key Requirements

  • FINRA regulatory license or registration required
  • SIE and Series 7 required prior to starting
  • Series 63/65/66 or equivalent professional designation
  • 3+ years experience managing a book of business
  • 2+ years experience with high-net-worth clients preferred

Work Rights

Must have US work authorization

Tailored Resume

Cover Letter