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For Companies At a Glance
- Tasks: Develop strategic partnerships and manage client relationships to drive new business.
- Company: Join a dynamic boutique investment and wealth management firm with a strong reputation.
- Benefits: Enjoy competitive bonuses, strong career progression, and a vibrant work culture.
- Why this job: Perfect for ambitious individuals eager to grow in a fast-paced, impactful environment.
- Qualifications: Requires 4 years in business development or wealth planning with excellent communication skills.
- Other info: This is a highly competitive role; apply quickly to stand out!
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.
- Meet set targets on a quarterly basis and deliver on objectives.
- Manage key stakeholders both internally and externally as well as implementation of marketing initiatives.
- Update 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.
- Display excellent communication and presentation skills to communicate to 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. Note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.
Relationship Manager (Dual Location) employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager (Dual Location)
✨Tip Number 1
Network actively within the investment and wealth management sector. Attend industry events, webinars, and local meetups to connect with professionals who can provide insights or referrals for the Relationship Manager role.
✨Tip Number 2
Research the company thoroughly. Understand their product suite and recent developments in the market. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the firm.
✨Tip Number 3
Prepare to showcase your business development successes. Be ready to discuss specific examples of how you've developed key relationships and generated new revenue in previous roles, as this will be crucial for the position.
✨Tip Number 4
Practice your communication and presentation skills. Since the role requires engaging with various stakeholders, being able to articulate your thoughts clearly and confidently will set you apart from other candidates.
We think you need these skills to ace Relationship Manager (Dual Location)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your 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 and presentation skills are essential for this position, provide examples in your application that demonstrate your ability to engage with diverse stakeholders and present ideas effectively.
Showcase Your Teamwork: The job requires collaboration across different teams. Include instances where you successfully worked with marketing or investment teams to achieve common goals, illustrating your ability to work well in a team environment.
How to prepare for a job interview at Mason Blake
✨Research the Company
Before your interview, make sure to thoroughly research the boutique investment and wealth management house. Understand their product suite, recent achievements, and their approach to client relationships. This knowledge will help you demonstrate your genuine interest in the company and its values.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your ability to manage client relationships and develop new business. Prepare examples from your past experience where you've successfully engaged with clients or stakeholders, showcasing your strategic thinking and problem-solving skills.
✨Showcase Your Communication Skills
As a Relationship Manager, excellent communication is key. During the interview, focus on articulating your thoughts clearly and confidently. Practice presenting your ideas and experiences in a structured manner, as this will reflect your ability to communicate effectively with clients and colleagues alike.
✨Demonstrate Your Ambition
This role is ideal for an ambitious professional, so be sure to convey your career aspirations during the interview. Discuss how you see yourself growing within the company and contributing to its success. Highlight your motivation to meet targets and drive revenue, aligning your goals with the company's objectives.
