At a Glance
- Tasks: Build relationships and generate new business opportunities in a dynamic FinTech environment.
- Company: Ambitious FinTech company based in Cardiff with a supportive culture.
- Benefits: Flexible hybrid working, attractive benefits package, and exposure to senior leadership.
- Other info: Diverse and inclusive workplace that values creativity and innovation.
- Why this job: Shape a growing business and make a real impact in the financial services sector.
- Qualifications: Experience in wealth management or financial services with strong networking skills.
The predicted salary is between 35000 - 45000 £ per year.
Relationship Manager - Wealth & Financial Services
If you're a Relationship Manager, Business Development Manager or Client Relationship Manager within wealth management, financial services or Fin Tech, and you're looking for a role where you can genuinely influence growth, this could be the opportunity you've been waiting for.
We're partnering with an ambitious Fin Tech business based in Cardiff, that's building something different and is looking for a commercially-minded relationship builder to help drive its next phase of growth within South Wales and the South West of England.
What's in it for you?
- A genuine opportunity to help shape a growing business.
- Plenty of autonomy and exposure to senior leadership.
- A collaborative, supportive culture where your ideas are valued.
- Flexible Hybrid working (2 days per month in Cardiff office) and an attractive benefits package.
The culture is open, kind, curious, and productively ambitious. Ideas win here - not job titles.
Location
Cardiff City Centre (super close to great public transport links both bus and train) with travel required throughout South Wales and the South West
Hours
37.5 hours per week
What You'll Be Doing (and the impact you'll make)
This is a hands-on role where you'll develop relationships with prospective clients and professional introducers, generate new opportunities through networking and referrals, represent the business externally, and help deliver an outstanding client experience from first conversation through to onboarding.
About You
You'll thrive here if you're already in a financial services B2C business development or client relationship manager role and feel ready to stretch yourself with a super ambitious Fin Tech.
You may be in a bank, a Fin Tech, or regulated business - what matters is your mindset.
You'll bring
- Experience in wealth management, financial services or Fin Tech with High Net Worth customers.
- A track record of building relationships and generating new business opportunities.
- Confidence networking and representing a business externally.
- Strong commercial awareness and excellent communication skills.
We embrace diversity and truly believe in equal opportunities for all.
Inclusion and diversity spark creativity, drive innovation, and help us better serve our customers.
We believe companies with greater diversity perform better.
That's why all qualified applicants will be considered regardless of age, race, religion, genetic information, sexual orientation, gender identity, parental status, disability, educational background, or any other characteristic that doesn't relate to your ability to do the job.
This is a genuine career accelerator for someone driven, curious, and ready to level up.
If you need any adjustments for the application or interview process, just let us know - we're here to support you.
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Relationship Manager in Cardiff employer: Jomo People
Jomo People in Bridgend is an excellent employer, offering a supportive and collaborative work culture where your contributions are valued. With opportunities for professional growth and development, you will thrive in a role that not only enhances your accounting skills but also allows you to be part of a friendly team dedicated to excellence. The office-based environment fosters strong relationships among colleagues, making it a rewarding place to build your career.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Manager in Cardiff
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Jomo People. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Relationship Manager in Cardiff
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Jomo People.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Jomo People's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Jomo People
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Jomo People.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Jomo People will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Jomo People employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
