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For Companies At a Glance
- Tasks: Support and develop relationships with high net worth investors while promoting Fidelity's services.
- Company: Join a leading financial services firm with over 50 years of experience.
- Benefits: Fixed term contract, competitive salary, and opportunities for professional growth.
- Other info: Inclusive culture welcoming diverse talent from all backgrounds.
- Why this job: Make a real impact by helping clients secure their financial futures.
- Qualifications: Experience in financial services and strong communication skills required.
The predicted salary is between 50000 - 65000 £ per year.
About The Opportunity
- Job Type: Fixed Term Contractor
- Contract duration: 8 months
- Application Deadline: 27 April 2026
- Department: Wealth and Guidance - Investor Servicing
- Location: London New Generation Investor Centre
- Reports To: Associate Director, Wealth and Guidance
This is a 6 - 9 month Fixed Term Contract. We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Investor Servicing team and feel like you are a part of something bigger.
About Your Team
Fidelity Investor Servicing is rapidly expanding investor numbers and assets under administration supported by the development of an exciting product and service proposition. Based in the London Investor Centre, Fidelity Investor Servicing offers an execution-only investment service for our GPS investors. Our lasting client relationships are developed through a combination of web, telephony and face-to-face interaction with our Relationship Managers playing a pivotal part in building that relationship.
Purpose of the Role
The Wealth Relationship Manager (Wealth RM) is responsible for proactively supporting, guiding, retaining and developing a portfolio of investors within the Wealth business with assets over £250k. The Wealth RM should demonstrate an entrepreneurial spirit to enable the identification and development of new potential investors to support the growth of assets under management. The retention of our clients is of the utmost importance to us and as such the Wealth RM should be able to build compelling relationships to support a long-lasting partnership.
The role is focused on retaining and growing assets from our portfolio of clients but also requires a mix of sales, coaching, relationship, networking and management skills. Successful management of time should be a high priority of the Wealth RM and it is expected that the Wealth RM will use that time management to discuss and promote Fidelity’s services and resources to encourage clients both to remain and pass a larger portion of their wealth into the service. Overall success will be dependent on collaborative working and the Wealth RM should demonstrate the ability to be able to coach and develop our associate stakeholder.
Key Responsibilities
- Provide a personalised service to manage, guide, retain and develop new and existing Wealth Management investors
- Take responsibility for the retention and growth of a portfolio of Wealth investors and actively manage the relationship through personal guidance consultations on portfolio planning and asset allocation utilising Fidelity’s Guidance and other tools
- Provide direction and guidance to new wealth investors on how to do business with Fidelity Wealth Management
- Deliver outstanding customer service in all interactions
- Actively utilise asset gathering tools to uncover client assets, helping to drive new client business
- Identify and complete sales opportunities through the active promotion of Fidelity’s products and services
- Maintain monitoring systems to demonstrate both activity and success
- Utilise electronic channel expertise to migrate clients to the web
- Support and develop the Wealth telephone associates and other telephone teams to encourage and facilitate good working practices and lead flow, including outbound telephony
- Ensure timely resolution of client problems by the Wealth Service team
Risk Management
- Be aware of and follow all FIL Policies, Procedures, and Regulatory Requirements (e.g. ‘Treating Customers Fairly’)
- Maintain effective, efficient, and compliant records for all personal interactions with clients and prospects
- Be alert to the demands of internal policies and procedures, in recognition of both your team and your own personal standards and the trust placed in you to be a client representative of Fidelity
- Develop, pursue and achieve a level of competence suitable to your role and activities. This will entail a reasonable level of self-generated CPD (‘Continuing Professional Development’)
- Attend and complete any training to ensure compliance standards are met
Experience And Qualifications Required
- Successful Financial Services sales and service experience – preferably in retail or large book management
- Knowledge and experience of working in a Wealth business preferred
- Proven coaching and development skills in a team environment
- Experienced in servicing high net worth clients
- RDR - Level 4 qualified
- Understanding of risk management and working within a compliant environment
- Good investment and industry knowledge
- Excellent communication and interpersonal skills
- Pro-active and self-motivated
- Good administrative and self-organisational skills
Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.
Wealth Relationship Manager - Fixed Term Contract in London employer: Fidelity International
Contact Detail:
Fidelity International Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Relationship Manager - Fixed Term Contract in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Wealth Relationship Manager gig.
✨Tip Number 2
Practice your pitch! You never know when you'll get a chance to impress someone. Have a quick summary of your experience and what you can bring to the table ready to go. Make it engaging and tailored to the wealth management sector.
✨Tip Number 3
Follow up after interviews! A simple thank-you email can go a long way. It shows you're keen and professional. Plus, it gives you another chance to reiterate why you're the perfect fit for the role.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from our site. It shows you're genuinely interested in joining our team and makes it easier for us to keep track of your application.
We think you need these skills to ace Wealth Relationship Manager - Fixed Term Contract in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Wealth Relationship Manager role. Highlight your relevant experience in financial services and any specific skills that match the job description. We want to see how you can bring value to our team!
Showcase Your Relationship Skills: Since building relationships is key in this role, share examples of how you've successfully managed client relationships in the past. We love to see your interpersonal skills in action, so don’t hold back on those success stories!
Be Clear and Concise: When writing your application, keep it clear and to the point. Use straightforward language and avoid jargon unless it's relevant. We appreciate a well-structured application that’s easy to read and understand.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role right there!
How to prepare for a job interview at Fidelity International
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and wealth management. Familiarise yourself with Fidelity’s products and services, as well as current market trends. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Relationship Skills
As a Wealth Relationship Manager, building strong relationships is key. Prepare examples from your past experiences where you've successfully managed client relationships or resolved issues. Highlight your ability to connect with clients and how you can contribute to retaining and growing their investments.
✨Demonstrate Your Entrepreneurial Spirit
The role requires an entrepreneurial mindset to identify new investors. Think of ways you can showcase your proactive approach during the interview. Perhaps share ideas on how you would attract new clients or enhance existing relationships, demonstrating your initiative and creativity.
✨Practice Time Management Scenarios
Time management is crucial for this position. Be ready to discuss how you prioritise tasks and manage your time effectively. You could even prepare a scenario where you had to juggle multiple client needs and how you handled it, showcasing your organisational skills.