Job title: Relationship Manager FI
Location: UK
Job type: Full time / Employment
Start date: ASAP
Salary: TBD (negotiable dependent upon experience)
An excellent opportunity for an enthusiastic and hardworking Relationship Manager to join the UK Financial Intermediary (FI) business unit within a growing international financial services firm. The role will require the candidate to possess a commercial mindset with ability to focus on sales opportunities within, as well as ongoing servicing of, existing UK FI clients from our London office.
Skills & Requirements:
- Hard working;
- Ability to work independently and as part of a team;
- Impeccable attention to detail;
- Excellent time management skills;
- Strong communication skills;
- Capability to prioritize tasks in order to meet deadlines;
- Proficiency in Microsoft Word, Excel & Copilot;
- Good people skills and ability to build relationships (internally and externally) is key;
- Experience in commercial and pricing discussions is preferred with; and
- Ideally at least 2 years experience in Relationship Management or similar roles within Wealth Management or Platforms.
The Role:
- Responsible for maintaining and developing Credo’s relationship for certain Financial Intermediary clients. Focus on ensuring service delivery from various Credo departments, whilst also developing / expanding the relationship by identifying growth opportunities with clients and developing / executing on plans to support the client;
- Responsible for identifying opportunities and cross-selling Credo’s Investment Solutions (Funds, Managed Portfolio’s and Bespoke solutions) to existing clients. Technical investment product expertise is available to support these opportunities, therefore working in a co-operative manner with other team members and leveraging various team members, as appropriate, is critical to closing of opportunities;
- Develop detailed knowledge of Credo’s Wealth Platform solution (operational and systems capability), and high-level knowledge of Credo’s Investment Solutions;
- Assist in identifying and defining enhancements to Credo’s Wealth Platform to ensure platform remains relevant for market;
- Assist in expanding market awareness of Credo’s brand, the Wealth Platform and Investment Solutions by developing / enhancing marketing material, attending various conference events, generating promotional opportunities and other relevant activities;
- Working closely with, and as directed by Management, to support the overall development of Credo’s Financial Intermediary business;
- Participating in regular ‘Relationship Management/Pipeline Review’ and general business strategy meetings; and
- Such other activities that are commensurate with the employee’s status as the employee’s line manager or the Board of the Company may reasonably require.
Application process:
Please complete the multiple-choice questionnaire and upload your CV.
This advert will remain open until the vacancy has been filled, we encourage you to apply early to avoid disappointment. Shortlisted candidates may be invited to answer few questions via video recording before the final interview stage.
Please Note:
The existing working arrangements allow employees to work from home up to 2 days per week, in principle the employee needs to be ready for a fulltime return to office, if required.
Candidates must be based and eligible to work in the UK by the start of their employment.
About Credo & the Anchor Group
Credo is an independent wealth management business that has been in existence since 1998 with offices in the United Kingdom and South Africa. Credo provides clients with personal service in relation to their offshore wealth, focusses on long-term success and builds relationships based on trust. Credo is proud of its independence and ability to create successful partnerships by doing business in a way that best suits its clients.
Anchor is an entrepreneurial wealth and asset management firm that emphasizes adaptability in a changing market. They provide a broad range of investment solutions to individuals and institutions. Their offerings include wealth management, investment management, and bespoke solutions tailored to individual client needs. Anchor recently announced a merger with Credo, which will create a combined entity enhancing their global investment capabilities.
Relationship Manager FI in London employer: CREDO
Credo is an excellent employer that fosters a dynamic work culture in the heart of London, offering employees the chance to thrive in a rapidly growing financial services firm. With a strong emphasis on professional development and the opportunity to work from home up to two days a week, employees can enjoy a balanced work-life environment while contributing to meaningful projects in trade support. The company values independence and adaptability, ensuring that team members are well-equipped to succeed in their roles and grow within the organisation.
