Article series – How to become a successful Independent Relationship Manager 1

Thinking about moving to the next stage of your career? Time to make a plan.

As a successful Relationship Manager of actively investing Ultra/High Net Worth clients, you’ve developed professionally and progressed well within your current organisation, successfully growing client business, creating many deep and enduring relationships, and building your personal brand.

Through good times and bad, you’ve been able to handle whatever the markets and the economy have thrown at you, proving your skills, commitment, and entrepreneurial drive. So, you’re used to succeeding in your current context and looking forward to a positive future.

And if the above is all true, you’ll doubtless want more – to move to a new level of success and fulfilment aligned with your own and your clients’ professional and personal preferences.

You may nurture a deep-seated desire to explore other possibilities, looking further afield, to broader, bigger horizons that involve working circumstances more to your liking. For example, greater personal flexibility to work when and where you want and the ability to focus more time on delivering value to your clients.

Maybe you’ve always aspired to be your own boss, run your own client book, avoid potentially demoralising internal politics – and build your own business that you might sell later? To succeed on your own terms, aligned with what matters to you most.

You may even experience some frustration in your current environment – with limitations on your potential to grow, serve your clients better, express what really matters to you, earn more and achieve a better work/life balance.

If this resonates with you, maybe now is the right time to scratch that itch? To break out, establish yourself as an Independent Relationship Manager, and fulfil your true potential.

And it’s easier than you think because with WELREX® you have the perfect opportunity to succeed as an Independent Relationship Manager (IRM) and build your business the way you want it.

The key steps in the journey to IRM status are straightforward and easily managed. Here’s a taste of the practicalities:

Sign-up and set-up – simple, swift and trouble-free

Legal ownership of your clients is a simple matter of setting up your own company with UK Companies House – a process with which we can help. We can also provide additional support around key matters required when you become owner and director of your own firm.

Underpinned by UK Financial Conduct Authority accreditation

Because WELREX® is fully authorised and regulated by one of the world’s leading financial regulators, you and your clients can rely on the highest standards.

In summary, you both get what you both need: a new world of investment possibilities, an elite service, and best-in-class platform functionality – with support every step of the way from WELREX® wealth managers who have been on the same journey. 

On-boarding – seamless for you and your clients

Through WELREX®, FCA authorisation of your business takes up to 4 weeks, so you’ll be up and running in no time and can operate within WELREX ® systems from anywhere in the world.

You know you’re a star, but could you shine much more brightly in a different galaxy?

Register now to see how WELREX®can help you develop your business. Or connect with our founder and CEO Yevgeni Agerd yevgeni@welrex.com to learn more.

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The WELREX® “elevator pitch” for Wealth Relationship Managers

This short video summarises the compelling reasons why current relationship managers should consider moving to WELREX as an Independent Relationship Manager.

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