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- Tasks: Support Wealth Managers by integrating our platform into their operations and providing training.
- Company: Join a leading investment management firm known for its excellence in the sector.
- Benefits: Enjoy a competitive salary, bonus scheme, private health insurance, and generous annual leave.
- Why this job: Make a real impact while building relationships and enhancing client services in a dynamic environment.
- Qualifications: Experience in investment management or platforms is essential; Paraplanners and Financial Planners are welcome.
- Other info: Be part of a supportive team and engage in regional events to boost your career.
The predicted salary is between 46200 - 57800 £ per year.
A leading investment management firm is currently seeking a talented Platform Relationship Manager to join their London office. This is an exciting opportunity to work with a highly renowned organisation in the investment management sector.
As a Platform Relationship Manager, you will play a vital role in supporting Wealth Managers and Advisers by ensuring the seamless integration of the platform into their business operations. By doing so, you will enhance their efficiency and enable them to deliver exceptional service to their clients. This role requires strong interpersonal skills as you will be responsible for building relationships with Wealth Managers, providing training on the platform and promoting additional services where appropriate.
To excel in this position, you should have prior experience working for a platform or within the investment management sector. Individuals with extensive platform experience, such as Paraplanners & Financial Planners, who are looking to transition into a role in investment management, will also be considered.
Responsibilities:- Build relationships with Wealth Managers and train them to use the platform both face-to-face and on the telephone.
- Build an understanding of our client’s business and promote additional services where appropriate.
- Support the Head of Platform Sales and Relationship management teams to win and embed new platform clients.
- Increasing the STP take up of the application process with clients.
- Upon delivery of new online and electronic functionality ensure the embedding and targeted usage is achieved.
- Receiving and ownership to completion of queries.
- Be the centre of platform knowledge in the regions, where required, training and support of the regional team in regard to the platform.
- Gather feedback from our clients for feeding back to the platform proposition and service team.
- Supporting of regional events and campaigns.
- Updating Wealth Managers on changes such as Corporate Actions.
In return, the company offers an attractive package including:
- Competitive basic salary ranging from £55,000 to £65,000.
- Bonus scheme.
- Private Health Insurance (PHI).
- Disability Insurance (DIS).
- Income Protection.
- Pension plan with a contribution of 6% or 8% from the employer and 2% from the employee.
- 25 days of annual leave.
If you are a driven and motivated professional with a passion for investment management and a desire to make a significant impact, we encourage you to apply.
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Platform Relationship Manager
✨Tip Number 1
Network with professionals in the investment management sector. Attend industry events, webinars, or local meetups to connect with Wealth Managers and other potential colleagues. Building these relationships can give you insights into the role and may even lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and technologies in platform management. Being knowledgeable about current tools and software used in the industry will not only boost your confidence but also demonstrate your commitment to staying ahead in the field.
✨Tip Number 3
Prepare to showcase your interpersonal skills during interviews. Since the role involves building relationships and providing training, think of examples from your past experiences where you've successfully communicated complex information or resolved conflicts.
✨Tip Number 4
Research the company’s platform and its unique features. Understanding what sets their services apart will allow you to speak knowledgeably about how you can contribute to enhancing client relationships and promoting additional services effectively.
We think you need these skills to ace Platform Relationship Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management and platform operations. Emphasise any roles where you've built relationships with clients or provided training, as these are key aspects of the Platform Relationship Manager position.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to support Wealth Managers and enhance their efficiency. Show how your background aligns with the responsibilities outlined in the job description.
Highlight Interpersonal Skills: Since strong interpersonal skills are crucial for this role, provide examples in your application of how you've successfully built relationships in previous positions. This could include training sessions, client interactions, or collaborative projects.
Showcase Your Knowledge: Demonstrate your understanding of the investment management sector and platform functionalities. You might want to mention any relevant certifications or training you've completed, as well as your familiarity with industry trends and challenges.
How to prepare for a job interview at mbf
✨Know the Platform Inside Out
Make sure you have a deep understanding of the platform you'll be managing. Familiarise yourself with its features, benefits, and how it integrates into Wealth Managers' operations. This knowledge will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Interpersonal Skills
As a Platform Relationship Manager, building relationships is key. Prepare examples of how you've successfully built rapport with clients or colleagues in the past. Highlight your communication skills and ability to train others effectively.
✨Understand the Investment Management Sector
Brush up on current trends and challenges within the investment management industry. Being knowledgeable about the sector will allow you to engage in meaningful conversations and show that you're genuinely interested in the role.
✨Prepare for Scenario-Based Questions
Expect to face scenario-based questions during the interview. Think about how you would handle specific situations, such as resolving client queries or promoting additional services. Practising these scenarios can help you articulate your thought process clearly.
