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- Tasks: Manage relationships with wealth managers and financial advisors to drive client growth.
- Company: Join a dynamic investment management firm with exciting growth opportunities.
- Benefits: Competitive salary, entrepreneurial culture, and potential for career advancement.
- Why this job: Engage with clients, develop tailored investment proposals, and make a real impact in the finance world.
- Qualifications: Must be Level 6/7 qualified (PCIAM) with experience in intermediary firms.
- Other info: Passion for business development and relationship management is essential.
The predicted salary is between 48000 - 72000 £ per year.
Salary: 60-90K
The Company:
Our Client is a large Investment Management company that invests on behalf of private clients. They are an entrepreneurial firm with exciting growth prospects.
The Role:
The Relationship Manager will be responsible for a portfolio of intermediary relationships that consist of Wealth Managers, Financial Advisors, Financial Planners & their clients.
The Relationship Manager Role involves extensive contact with private clients & their wealth managers, developing business support relationships and taking responsibility for the accurate administration of their business with the firm alongside retention of the portfolio & managing to growth targets in both client acquisition, AUM & revenue.
Providing regular reporting to clients & their wealth managers of changes within portfolios & performance, etc.
Managing a book of clients to ensure growth achieved in both AUM & overall revenue/profitability of the book & ensuring the client experience & the firm value maintained.
Getting an understanding of the business of the prospective wealth managers, & to develop the wealth managers’ own understanding of the benefits and potential for them in providing business to the Investment Management firm.
The Relationship Manager Role will involve Presenting to Wealth Managers and Producing individually tailored investment proposals for the wealth managers to reflect the proposition discussed with them.
Converting such prospective wealth managers into fully signed up wealth managers of the firm, with specific plans agreed with them in order to gain the maximum appropriate business from their client base.
Providing clients with reviews of existing investment portfolios, often producing a detailed written review & proposal – taking into account a client’s investment aims, attitude to risk and tax situation.
Inputting and maintaining data on the firm’s client relationship management systems to monitor prospects, generate proposals & open accounts.
Taking responsibility to ensure all client & wealth manager communication is accurate, appropriate and delivered at the right time, including emails, letters & proposals .
Receiving requests from intermediary clients – queries arising from the wealth practises, Financial planners & their clients.
Managing ongoing investment suitability for the portfolio of clients they are responsible for.
The Candidate:
The individual MUST be Level 6/7 qualified (PCIAM)
Must have experience of working with Intermediary firms – Wealth Managers , IFA’s , Financial planners
Knowledge of discretionary investment management administration, including tax wrappers.
Focussed on Relationship Management.
A passion for business development and building relationships within the investment management market.
Relationship Manager, Intermediary & IFA Relationships , Investment Management employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager, Intermediary & IFA Relationships , Investment Management
✨Tip Number 1
Network actively within the investment management community. Attend industry events, webinars, and conferences where you can meet wealth managers and financial advisors. Building these connections can give you insights into their needs and how you can position yourself as a valuable partner.
✨Tip Number 2
Stay updated on market trends and changes in investment management. This knowledge will not only help you in conversations with potential clients but also demonstrate your expertise and commitment to the field, making you a more attractive candidate.
✨Tip Number 3
Prepare to discuss specific strategies for client acquisition and retention during interviews. Think about how you can leverage your existing relationships and your understanding of the intermediary landscape to drive growth for the firm.
✨Tip Number 4
Familiarize yourself with the firm's client relationship management systems. Understanding how to input and maintain data effectively will show that you are ready to hit the ground running and can manage client communications efficiently.
We think you need these skills to ace Relationship Manager, Intermediary & IFA Relationships , Investment Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with intermediary firms, wealth managers, and financial planners. Emphasize your qualifications (Level 6/7 PCIAM) and any relevant achievements in relationship management.
Craft a Compelling Cover Letter: In your cover letter, express your passion for business development and relationship management within the investment management market. Provide specific examples of how you've successfully managed client relationships and contributed to growth targets.
Showcase Relevant Experience: Detail your experience in discretionary investment management administration and your understanding of tax wrappers. Highlight any previous roles where you developed tailored investment proposals or provided detailed portfolio reviews.
Highlight Communication Skills: Since the role involves extensive communication with clients and wealth managers, emphasize your ability to deliver accurate and timely information. Mention any experience you have in managing client communications, including emails and proposals.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Relationship Management Skills
Be prepared to discuss your experience in managing relationships with wealth managers and financial advisors. Highlight specific examples where you successfully developed and maintained these relationships, as this is crucial for the role.
✨Demonstrate Your Knowledge of Investment Management
Familiarize yourself with the company's investment strategies and products. Be ready to discuss how your knowledge of discretionary investment management and tax wrappers can benefit their clients and enhance your role as a Relationship Manager.
✨Prepare Tailored Proposals
Since the role involves producing individually tailored investment proposals, practice creating a mock proposal based on hypothetical client scenarios. This will show your ability to customize solutions and understand client needs.
✨Emphasize Your Business Development Passion
Express your enthusiasm for business development and relationship building. Share past experiences where you successfully acquired new clients or expanded existing relationships, as this aligns with the growth targets of the position.
