UK Relationship Manager — High-Net-Worth Clients

Job overview

The UK Relationship Manager role is hybrid, with the client’s office in Dallas, TX, serving high-net-worth clients in Europe. Compensation is listed as $500,000–$999,999 per year in the source feed. The role represents an investment firm’s client-service approach and supports clients’ long-term investment goals. The manager builds trust with an assigned client roster by explaining investment philosophy, portfolio decisions, and market events. Internal portfolio decision-makers and research teams manage portfolios, allowing this role to focus on client education, relationship management, and service rather than trading or selling products.

What you'll do

• Educate assigned high-net-worth clients on investment philosophy and portfolio decisions
• explain market events and help clients understand their portfolios in relation to long-term goals
• build client relationships based on trust
• coordinate with internal portfolio decision-makers and research teams
• provide client service and education.

What we're looking for

Skills & competencies

uk relationship manager

client relationship management

high-net-worth clients

investment education

portfolio communication

financial services

hybrid

dallas tx

cni consulting

$500k–$999,999/year

european clients

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, vision, and dental premiums fully covered
• 50% 401(k) match up to the IRS maximum
• 20 days of PTO plus nine paid holidays
• eight weeks of paid primary caregiver parental leave
• ongoing learning and development.

Why this role

The posting seeks finance experience and a thorough understanding of the investment industry. The role is described as hybrid remote, with work from the client’s Dallas office.

About the employer

CNI Consulting Inc. is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.