Relationship Manager (15249639/001) London, England
This Wealth Management Firm is looking for a Relationship Manager who will be responsible for a dedicated portfolio of Wealth Managers who run their own commercially independent practices, with the purpose of creating profitable long term relationships with these Wealth Managers and their staff.
Responsibilities include but are not limited to:
• Serve as the primary Relationship Manager for dedicated portfolio of Wealth Managers, with the overall goal of creating increased revenue opportunities and asset growth.
• Meet with Wealth Managers at regular intervals ensuring Department KPI’s including asset growth targets are met.
• Coach and mentor the assigned Relationship Management Executive (RME) to ensure sales support, follow up and administrative support is completed in a timely manner.
• Oversee CF30 FCA applications, liaising with the firm’s Compliance team, ensuring that packs are appropriately signed off before submitting to the FCA.
• Work closely with Training team to ensure on-going training requirements are understood and met.
The successful candidate is likely to have:
• Experience in the UK Financial Services industry
• Good working knowledge of the private client wealth management sector
• Established track record of Relationship Management or Account Management with a focus on sales
• Wealth management qualification such as IMC, FPC, IAD, IOC or other equivalent qualification.
If you are interested in the role and feel you are suitable please submit your CV.
Responsibilities include but are not limited to:
• Serve as the primary Relationship Manager for dedicated portfolio of Wealth Managers, with the overall goal of creating increased revenue opportunities and asset growth.
• Meet with Wealth Managers at regular intervals ensuring Department KPI’s including asset growth targets are met.
• Coach and mentor the assigned Relationship Management Executive (RME) to ensure sales support, follow up and administrative support is completed in a timely manner.
• Oversee CF30 FCA applications, liaising with the firm’s Compliance team, ensuring that packs are appropriately signed off before submitting to the FCA.
• Work closely with Training team to ensure on-going training requirements are understood and met.
The successful candidate is likely to have:
• Experience in the UK Financial Services industry
• Good working knowledge of the private client wealth management sector
• Established track record of Relationship Management or Account Management with a focus on sales
• Wealth management qualification such as IMC, FPC, IAD, IOC or other equivalent qualification.
If you are interested in the role and feel you are suitable please submit your CV.