Fundment in London is seeking a Relationship Manager (South East) to nurture long-term relationships with Financial Advisers and drive revenue growth by migrating assets to the Fundment platform.
The role requires 5+ years in relationship management within wealth/investment services, solid knowledge of tax wrappers and investment products, and strong CRM skills to engage advisers and manage complex client needs.
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Relationship Manager for Financial Advisors - Hybrid employer: Fundment
At Fundment, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration in the fast-paced fintech sector. Our commitment to employee growth is evident through continuous learning opportunities and a supportive hybrid work environment, ensuring that our team members can thrive while contributing to cutting-edge security solutions. Join us to be part of a forward-thinking company that values your expertise and empowers you to make a meaningful impact.
