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For Companies At a Glance
- Tasks: Build and manage client relationships while driving new business growth.
- Company: Join a dynamic boutique investment and wealth management firm in London and Greater Cambridge.
- Benefits: Enjoy competitive bonuses, strong career progression, and a vibrant work culture.
- Why this job: Perfect for ambitious individuals eager to thrive in a fast-paced investment environment.
- Qualifications: 4 years in business development or wealth planning with excellent communication skills.
- Other info: Work closely with diverse teams and key stakeholders to achieve targets.
The predicted salary is between 43200 - 72000 £ per year.
Our client is a dynamic, boutique investment and wealth management house. Due to continued business success, they are now looking to recruit a Relationship Manager to join their high-performing team on a permanent basis based between London and Greater Cambridge.
Reporting directly to the Head of, the Relationship Manager will take responsibility for the following duties:
- Developing key strategic partner relations in order to win new business.
- Maintaining and managing an existing book of clients, developing and expanding this, to bring in new revenue.
- Gaining a deep understanding into the firm’s product suite.
- Meeting set targets on a quarterly basis and delivering on objectives.
- Managing key stakeholders both internally and externally as well as the implementation of marketing initiatives.
- Updating CRM systems to reflect actions taken to promote relationships and progress.
The Relationship Manager will meet the following skillset:
- 4 years’ experience in a business development or wealth planning role.
- Confidence to engage with a diverse range of departments and strategic partners.
- Ability to work across different teams including marketing and investments.
- Excellent communication and presentation skills to communicate with all levels of seniority.
This is an ideal opportunity for an ambitious Relationship professional looking to propel their career in a fast-growing and distinctive investment management business.
The company offers strong progression paths and excellent benefits including a competitive bonus structure.
If you believe your experience meets the criteria, please apply with a copy of your CV.
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Relationship Manager employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager
✨Tip Number 1
Network actively within the investment and wealth management sector. Attend industry events, webinars, and conferences to meet potential colleagues and clients. Building relationships in advance can give you a significant edge when applying for the Relationship Manager position.
✨Tip Number 2
Familiarise yourself with the firm's product suite before your interview. Understanding their offerings will not only help you in discussions but also demonstrate your genuine interest in the company and its services.
✨Tip Number 3
Prepare to discuss your previous experience in business development or wealth planning. Be ready to share specific examples of how you've successfully managed client relationships and met targets, as this will showcase your suitability for the role.
✨Tip Number 4
Research the company's culture and values. Tailor your approach to align with their ethos, as cultural fit is often just as important as skills and experience in boutique firms like this one.
We think you need these skills to ace Relationship Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in business development or wealth planning. Emphasise your achievements in managing client relationships and meeting targets, as these are crucial for the Relationship Manager role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the investment and wealth management industry. Mention specific examples of how you've developed strategic partnerships and contributed to revenue growth in previous roles.
Highlight Communication Skills: Since excellent communication is key for this position, provide examples in your application that demonstrate your ability to engage with diverse stakeholders and present ideas effectively.
Showcase Your Knowledge of Products: Demonstrate your understanding of the firm's product suite in your application. This could involve mentioning any relevant experience you have with similar products or your willingness to learn about their offerings.
How to prepare for a job interview at Mason Blake
✨Know Your Client Base
Before the interview, research the types of clients the firm typically works with. Understanding their needs and how you can add value will demonstrate your commitment and readiness to manage relationships effectively.
✨Showcase Your Communication Skills
As a Relationship Manager, excellent communication is key. Prepare to discuss examples where you've successfully engaged with clients or stakeholders, highlighting your ability to tailor your approach to different audiences.
✨Demonstrate Business Development Acumen
Be ready to share specific strategies you've used in the past to win new business or expand existing client relationships. This will show that you have the practical experience needed to meet the firm's targets.
✨Familiarise Yourself with Their Product Suite
Gain a solid understanding of the firm's products and services. Being able to discuss how these offerings can benefit potential clients will set you apart and show your proactive approach to the role.
