At a Glance
- Tasks: Nurture relationships with financial advisers and ensure client satisfaction.
- Company: Fast-growing wealth infrastructure company transforming the platform experience.
- Benefits: 28 days annual leave, private healthcare, and generous employer contributions.
- Other info: Flexible work environment with opportunities for professional growth.
- Why this job: Join a supportive team and make a real impact in the financial services sector.
- Qualifications: 5+ years in relationship management with strong interpersonal skills.
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. Our technology delivers efficiencies through market leading workflows for account opening, integrations with other tools and software systems, and by meeting adviser and client needs via a toolkit offering streamlined transfers, advisory portfolio management tools, a wide range of MPSs, custom indexing technology, and all the in-house wrappers they expect. Free from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern, platform experience.
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.
Person Specification/Requirements:
- 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.
Relationship Manager employer: Fundment
At Fundment, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to thrive. As a Lead Python Engineer, you will not only engage in hands-on coding but also play a pivotal role in mentoring a talented team, ensuring your professional growth alongside theirs. Located in a vibrant tech hub, we offer competitive benefits, flexible working arrangements, and opportunities for continuous learning, making us an exceptional employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Manager
✨Tip Number 1
Network like a pro! Attend industry events, meet-ups, and conferences to connect with potential employers and other professionals. The more people you know, the better your chances of landing that Relationship Manager role.
✨Tip Number 2
Show off your personality! When you get the chance to meet with hiring managers or potential clients, let your genuine self shine through. Building rapport is key in relationship management, so be approachable and engaging.
✨Tip Number 3
Do your homework! Research Fundment and its platform offerings before any interviews or meetings. Being knowledgeable about their services will not only impress them but also help you tailor your conversations to their needs.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Fundment and being part of our exciting growth phase.
We think you need these skills to ace Relationship Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Relationship Manager role. Highlight your experience in relationship management and any relevant skills that match what we're looking for at Fundment. Show us how you've built strong relationships in the past!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your background aligns with our mission at Fundment. Be personable and let your enthusiasm for the position come through.
Showcase Your Technical Skills:Since we’re all about modern technology, make sure to highlight your technical abilities in your application. If you’ve worked with CRM software or have experience with investment products, let us know how you can bring that expertise 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 the role. Plus, it shows us you’re keen on joining our innovative team at Fundment!
How to prepare for a job interview at Fundment
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial services sector, especially around investment management and tax wrappers. Being able to discuss these topics confidently will show that you're not just a people person, but also someone who understands the technical side of the role.
✨Showcase Your Relationship Skills
Prepare examples from your past experiences where you've successfully built and maintained relationships with financial advisers or clients. Highlight how you addressed their needs and concerns, as this will demonstrate your ability to nurture long-term partnerships, which is key for this role.
✨Familiarise Yourself with Fundment
Take some time to explore Fundment's platform and its features. Understanding how it transforms the adviser and client experience will allow you to speak knowledgeably about how you can contribute to driving revenue growth and client satisfaction during the interview.
✨Engage with Questions
Prepare thoughtful questions to ask your interviewers about the company culture, team dynamics, and future goals. This shows your genuine interest in the role and helps you assess if Fundment is the right fit for you, while also making a positive impression.
