At a Glance
- Tasks: Manage client relationships and identify sales opportunities in the Share Plans sector.
- Company: Join MUFG Pension & Market Services, a global leader in financial services.
- Benefits: Enjoy 26 days annual leave, health perks, and a supportive work environment.
- Other info: Hybrid working model with excellent career development opportunities.
- Why this job: Make a real impact by connecting clients with innovative financial solutions.
- Qualifications: Experience in Share Plans or Financial Services and strong communication skills required.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the Relationship Manager, CM role at MUFG Pension & Market Services, a global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly. Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose‑built solutions and modern technology platforms that deliver world class outcomes and experiences.
We are recruiting for a Relationship Manager to join our team in MUFG Corporate Markets supporting Share Plans or possibly Share Plans and Share Registration. The dedicated RM team provides a single point of contact for each client. As an RM, you will be responsible for proactively managing a portfolio of clients, ensuring the highest standards of service and customer care, analysing your portfolio and identifying divisional sales opportunities. The role is based on a hybrid basis from either our central London office or our city centre office in Leeds.
Benefits:
- 26 days annual leave, plus a wellbeing day, a volunteer day, bank holidays and the opportunity to buy up to 5 days’ extra each year
- Health, wellbeing and lifestyle rewards tailored to support you and your family (Employee Assistance Programme, retail and socialising discounts, travel and technology, cycle2work scheme, gym and fitness subscriptions, Car Salary Sacrifice scheme)
- Employee recognition programme
- Company Pension Scheme
- Medical insurance
- Life Assurance
- Paid Maternity, Paternity, Adoption Leave, Shared Parental Leave
Requirements:
- Demonstrable experience in the Share Plans industry; other relevant Financial Services/Employee Benefits experience advantageous
- Exceptional verbal and written communication skills, with the ability to remain diplomatic and tactful
- Energy, resilience and a customer‑focused attitude with experience in a client/customer‑facing role and excellent commercial awareness
- Ability to prioritise workload and work to tight deadlines while remaining flexible
- Critical and commercial thinking to solve complex problems and achieve solutions
- Excellent Microsoft Office skills (Word, Excel, PowerPoint, Outlook); Salesforce knowledge advantageous
- Good stakeholder management skills and ability to build, develop and maintain relationships with internal and external customers, clients and colleagues
- Great attention to detail and a conscientious, thorough and accurate approach to work
- Ability to undertake client focused and financial analysis to help achieve growth targets and sales opportunities
- Professional and friendly manner with good problem‑solving skills and teamwork ability
Day to Day:
- Increase revenue through analysis of clients, identifying and promoting cross‑selling opportunities and new MUFG Pension & Market Services products and services
- Develop and maintain effective business relationships with clients and associated third parties (lawyers, brokers, auditors)
- Proactively manage client relationships within the share plans world, ensuring agreements are renewed
- Work across the business to monitor and uphold service provision in line with governance framework and service levels
- Engage with clients in the roll‑out of MUFG Pension & Market Services initiatives
- Contribute to identification and implementation of operations, procedural and cost‑saving efficiencies and processes
- Support the Business Development and Marketing Teams using contacts to drive switch business and support case studies, industry surveys and client events
- Support the development and coaching of Client Service Managers/Assistant Relationship Managers
- Adhere to regulatory requirements (Anti‑Money Laundering, Customer Due Diligence oversight)
- Represent and contribute to industry‑related events (Proshare, GEO)
- Take responsibility for negotiation and billing of clients, ensuring accurate charging and collection of overdue invoices
Seniority Level: Mid‑Senior level
Employment Type: Full‑time
Job Function: Sales and Management
Relationship Manager, CM employer: MUFG Pension & Market Services
MUFG Pension & Market Services is an exceptional employer, offering a dynamic and inclusive work culture that prioritises employee wellbeing and professional growth. With a strong focus on innovation and technology, particularly in corporate governance, employees benefit from extensive career development opportunities and a supportive environment that values diverse perspectives. Located in vibrant city centres like Leeds and London, the company provides a flexible hybrid working model, ensuring a balanced work-life experience while engaging with a diverse portfolio of high-profile clients.
Contact Details:
MUFG Pension & Market Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Manager, CM
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to current employees at MUFG. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for those interviews! Research MUFG’s values and recent projects. Think about how your experience in the Share Plans industry aligns with their goals. We want you to show them you’re not just a fit, but the perfect fit!
✨Tip Number 3
Follow up after your interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the best choice for the Relationship Manager position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that job!
We think you need these skills to ace Relationship Manager, CM
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Relationship Manager role. Highlight your experience in the Share Plans industry and any relevant financial services background. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your exceptional communication skills and customer-focused attitude. Tell us why you’re passionate about this role and how you can contribute to our team at MUFG.
Showcase Your Problem-Solving Skills:In your application, don’t forget to mention specific examples where you’ve solved complex problems or identified sales opportunities. We love seeing critical thinking in action, so make sure to highlight those experiences!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on our radar. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at MUFG Pension & Market Services
✨Know Your Stuff
Make sure you brush up on your knowledge of the Share Plans industry and MUFG's services. Familiarise yourself with their products and how they benefit clients. This will show that you're genuinely interested and prepared.
✨Showcase Your Communication Skills
As a Relationship Manager, communication is key. Practice articulating your thoughts clearly and diplomatically. Consider role-playing common interview questions with a friend to refine your responses and ensure you come across as professional yet approachable.
✨Demonstrate Problem-Solving Abilities
Prepare examples of how you've tackled complex problems in previous roles. Highlight your critical thinking skills and how you've used them to achieve positive outcomes for clients. This will illustrate your ability to handle the challenges of the role.
✨Build Rapport with Interviewers
Remember, interviews are a two-way street. Engage with your interviewers by asking insightful questions about their experiences at MUFG. This not only shows your interest but also helps you gauge if the company culture aligns with your values.
