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- Tasks: Support Wealth Managers by integrating the platform into their operations and providing training.
- Company: Join a leading investment management firm known for its excellence in the sector.
- Benefits: Enjoy a competitive salary, bonus scheme, private health insurance, and generous annual leave.
- Why this job: Make a real impact while building relationships and enhancing client services in a dynamic environment.
- Qualifications: Experience in investment management or platforms is essential; Paraplanners and Financial Planners are welcome.
- Other info: Be part of a supportive team and engage in regional events and campaigns.
The predicted salary is between 46200 - 57800 £ per year.
A leading investment management firm is currently seeking a talented Platform Relationship Manager to join their London office. This is an exciting opportunity to work with a highly renowned organisation in the investment management sector.
As a Platform Relationship Manager, you will play a vital role in supporting Wealth Managers and Advisers by ensuring the seamless integration of the platform into their business operations. By doing so, you will enhance their efficiency and enable them to deliver exceptional service to their clients. This role requires strong interpersonal skills as you will be responsible for building relationships with Wealth Managers, providing training on the platform and promoting additional services where appropriate.
To excel in this position, you should have prior experience working for a platform or within the investment management sector. Individuals with extensive platform experience, such as Paraplanners & Financial Planners, who are looking to transition into a role in investment management, will also be considered.
Responsibilities:- Build relationships with Wealth Managers and train them to use the platform both face-to-face and on the telephone.
- Build an understanding of our client’s business and promote additional services where appropriate.
- Support the Head of Platform Sales and Relationship management teams to win and embed new platform clients.
- Increasing the STP take up of the application process with clients.
- Upon delivery of new online and electronic functionality ensure the embedding and targeted usage is achieved.
- Receiving and ownership to completion of queries.
- Be the centre of platform knowledge in the regions, where required, training and support of the regional team in regard to the platform.
- Gather feedback from our clients for feeding back to the platform proposition and service team.
- Supporting of regional events and campaigns.
- Updating Wealth Managers on changes such as Corporate Actions.
In return, the company offers an attractive package including:
- Competitive basic salary ranging from £55,000 to £65,000.
- Bonus scheme.
- Private Health Insurance (PHI).
- Disability Insurance (DIS).
- Income Protection.
- Pension plan with a contribution of 6% or 8% from the employer and 2% from the employee.
- 25 days of annual leave.
If you are a driven and motivated professional with a passion for investment management and a desire to make a significant impact, we encourage you to apply.
Platform Relationship Manager employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Platform Relationship Manager
✨Tip Number 1
Network with professionals in the investment management sector. Attend industry events, webinars, or local meetups to connect with Wealth Managers and other potential colleagues. Building these relationships can give you insights into the role and may even lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and technologies in platform management. Understanding how platforms are evolving will not only help you in interviews but also demonstrate your commitment to staying ahead in the field.
✨Tip Number 3
Prepare to discuss your previous experiences in detail, especially any roles where you've trained others or managed client relationships. Highlighting specific examples of how you've enhanced efficiency or service delivery will make you stand out.
✨Tip Number 4
Research the company thoroughly. Understand their platform offerings, client base, and recent developments. This knowledge will allow you to tailor your conversations and show genuine interest during interviews.
We think you need these skills to ace Platform Relationship Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management or platform roles. Emphasise any previous work with Wealth Managers or similar positions to demonstrate your suitability for the Platform Relationship Manager role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your interpersonal skills and ability to build relationships. Mention specific examples of how you've successfully trained others or improved processes in previous roles, as this will resonate with the responsibilities outlined in the job description.
Highlight Relevant Skills: In your application, focus on skills such as communication, training, and client relationship management. These are crucial for the role and should be evident in both your CV and cover letter.
Show Enthusiasm for the Company: Research the investment management firm and express your enthusiasm for their mission and values in your application. This shows that you are genuinely interested in the role and the company, which can set you apart from other candidates.
How to prepare for a job interview at mbf
✨Know the Platform Inside Out
Make sure you have a deep understanding of the platform you'll be managing. Familiarise yourself with its features, benefits, and any recent updates. This will help you answer questions confidently and demonstrate your expertise during the interview.
✨Showcase Your Relationship-Building Skills
Since the role involves building relationships with Wealth Managers, prepare examples from your past experiences where you've successfully developed and maintained professional relationships. Highlight your interpersonal skills and how they contributed to successful outcomes.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and how you would handle specific situations with clients. Think about potential challenges you might face in the role and how you would address them effectively.
✨Demonstrate Your Training Experience
As training Wealth Managers on the platform is a key responsibility, be ready to discuss any previous training or mentoring experiences. Share how you approached these situations and the positive impact it had on your colleagues or clients.
