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
✨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 MUFG Pension & Market Services. 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, CM
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 MUFG Pension & Market Services.
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 MUFG Pension & Market Services'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 MUFG Pension & Market Services
✨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 MUFG Pension & Market Services.
✨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 MUFG Pension & Market Services 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 MUFG Pension & Market Services 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.
