Our client is a dynamic, boutique investment and wealth management house. Due to continued business success, they are now looking to recruit a Relationship Manager to join their high-performing team on a permanent basis based between London and Greater Cambridge.
Reporting directly to the Head of, the Relationship Manager will take responsibility for the following duties:
- Developing key strategic partner relations in order to win new business.
- Maintaining and managing an existing book of clients, developing and expanding this, to bring in new revenue.
- Gaining a deep understanding into the firm’s product suite.
- Meet set targets on a quarterly basis and deliver on objectives.
- Manage key stakeholders both internally and externally as well as implementation of marketing initiatives.
- Update CRM systems to reflect actions taken to promote relationships and progress.
The Relationship Manager will meet the following skillset:
- 4 years’ experience in a business development or wealth planning role.
- Confidence to engage with a diverse range of departments and strategic partners.
- Ability to work across different teams including marketing and investments.
- Display excellent communication and presentation skills to communicate to all levels of seniority.
This is an ideal opportunity for an ambitious Relationship professional looking to propel their career in a fast-growing and distinctive investment management business.
The company offers strong progression paths and excellent benefits including a competitive bonus structure.
If you believe your experience meets the criteria, please apply with a copy of your CV.
Note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.
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