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- Tasks: Nurture relationships with financial advisers and drive revenue growth through client engagement.
- Company: Join Fundment, a fast-growing wealth infrastructure company transforming the platform experience.
- Benefits: Enjoy 28 days annual leave, private healthcare, and a supportive work environment.
- Why this job: Make a real impact in a flexible, innovative team that values collaboration and trust.
- Qualifications: 5+ years in relationship management with strong interpersonal skills and technical ability.
- Other info: Opportunities for international travel and professional development in a dynamic industry.
The predicted salary is between 36000 - 60000 £ per year.
The Company Fundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a highly personable Relationship Manager based in the South West of England, to join our outstanding Distribution Team. This position will report into our Head of Relationship Management and will require travel to clients in and around the South West, with monthly visits to the London office. Fundment is transforming the platform experience for advice firms and their clients.
Purpose of the role: To nurture long-term relationships with Financial Advisers. This role requires excellent proven relationship management skills, ideally able to demonstrate strong existing adviser relationships and capable of driving revenue growth by facilitating the transfer of assets under management to the Fundment platform, while ensuring client satisfaction and engagement.
Key Responsibilities:- Act as the primary point of contact for existing clients, ensuring a high level of engagement and satisfaction.
- Develop and maintain strong, long-term relationships with key stakeholders, including financial advisors and wealth managers.
- Regularly meet with advisers to assess their needs, address concerns, and demonstrate capabilities and new features of the Fundment platform to maximise usage.
- Work closely with internal teams, including transfers and support, engineering and product specialists, to develop and deliver tailored solutions.
- Invite clients to Fundment events, attend industry networking events, breakfasts, evening dinners and awards ceremonies to strengthen relationships.
- Proven experience (5+ years) in relationship management within platform investment management, wealth management, or financial services sector.
- Solid knowledge of tax wrappers and investment products.
- Exceptional interpersonal and communication skills with the ability to influence and build rapport.
- Strong technical ability, able to learn new technologies and demonstrate software.
- Proficiency in CRM software.
Why join us? Be part of our flexible and supportive work environment, where our innovative team value collaboration and trust. Make an impact and challenge yourself to continually improve, raise standards and see how your work contributes to our future goals. Generous 28 days annual leave plus bank holidays, enhanced maternity/paternity/adoption leave, 6% employer contribution, private healthcare, Medicash Cash Plan, international travel insurance, life assurance, employee assistance programme, counselling & coaching.
We are happy to consider any reasonable adjustments that applicants may need during the recruitment process. We will evaluate applications within 2 weeks, video interviews will be followed by in person final interviews in London.
Fundment Values:- Innovative
- Flexible
- Supportive
- Collaborative
- Trustworthy
Relationship Manager in Bristol employer: Fundment
Contact Detail:
Fundment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager in Bristol
✨Tip Number 1
Network like a pro! Attend industry events, breakfasts, and dinners to meet potential clients and build those all-important relationships. Remember, it’s not just about what you know, but who you know!
✨Tip Number 2
Show off your tech skills! Familiarise yourself with the Fundment platform and be ready to demonstrate its features. The more you know, the better you can engage with advisers and show them how we can make their lives easier.
✨Tip Number 3
Follow up after meetings! A quick email or call to check in shows you care about their needs and keeps the conversation going. It’s all about nurturing those long-term relationships, so don’t let them fizzle out.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll get a feel for our culture and values right from the start. Let’s make this happen together!
We think you need these skills to ace Relationship Manager in Bristol
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to share your passion for relationship management and how you connect with clients.
Tailor Your Application: Make sure to customise your application for the Relationship Manager role. Highlight your experience in wealth management and any existing relationships you have with financial advisers. This will show us you’re a perfect fit!
Be Clear and Concise: Keep your application clear and to the point. Use straightforward language to describe your skills and experiences, making it easy for us to see why you’d be a great addition to our team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at Fundment!
How to prepare for a job interview at Fundment
✨Know Your Stuff
Before the interview, make sure you’re well-versed in Fundment's platform and its features. Familiarise yourself with their technology and how it benefits financial advisers. This will not only show your genuine interest but also help you answer questions confidently.
✨Showcase Your Relationship Skills
Prepare examples of how you've successfully built and maintained relationships in your previous roles. Be ready to discuss specific situations where you’ve influenced advisers or resolved issues, as this is crucial for a Relationship Manager position.
✨Ask Insightful Questions
During the interview, don’t hesitate to ask questions that demonstrate your understanding of the role and the company. Inquire about their growth plans, how they measure client satisfaction, or what challenges they face in the current market. This shows you’re engaged and thinking critically.
✨Be Personable and Authentic
Since this role requires excellent interpersonal skills, let your personality shine through. Be friendly, approachable, and authentic in your responses. Remember, they’re looking for someone who can build rapport with clients, so showing your personable side is key!
