Client Manager, Rmg Uhnw (flagship Select)

Vanguard UK

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Ultra high net worth client management
Wealth management select relationship manager support
Finra series 7, 24, 63, 65, or 66 license
** Vanguard UK is seeking a Client Manager for their Ultra High Net Worth (UHNW) segment, who will oversee a team, deepen client relationships, and support strategic planning. The ideal candidate should have significant experience in financial services, particularly in relationship management and sales, along with leadership capabilities. **

Job Summary

  • The role focuses on deepening loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating expertise to align solutions.
  • Candidates will supervise crew, set performance standards, and coach Relationship Managers to recover at-risk relationships through empathy and understanding.
  • Vanguard operates a hybrid working model designed to capture flexibility while enabling in-person learning and collaboration across departments.

Matching Summary

Match Score: 75

** Vanguard UK is seeking a Client Manager for their Ultra High Net Worth (UHNW) segment, who will oversee a team, deepen client relationships, and support strategic planning. The ideal candidate should have significant experience in financial services, particularly in relationship management and sales, along with leadership capabilities. **

Skills & Requirements

Must-have

  • Ultra High Net Worth client management
  • Wealth Management Select Relationship Manager support
  • FINRA Series 7, 24, 63, 65, or 66 license
  • Five years related work experience
  • Three years Financial Services experience

Nice-to-have

  • Strong track record building inclusive teams
  • Experience navigating ambiguity
  • Practice Management skills development
  • Innovative problem solving abilities
  • Collaborative cross-functional teamwork

Key Requirements

  • Minimum five years related work experience
  • Three years of Financial Services experience
  • Undergraduate degree or equivalent combination
  • FINRA Series 7, 24, 63, 65, or 66 certification
  • No visa sponsorship available

Work Rights

Must have UK work authorization

Tailored Resume

Cover Letter