Platform Relationship Manager

4 weeks ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Jigsaw Financial Full time
Job Title: Platform Relationship Manager

At Jigsaw Financial, we are seeking a skilled Platform Relationship Manager to join our team. As a key member of our sales and relationship management team, you will be responsible for building and maintaining strong relationships with our clients and partners.

Key Responsibilities:
  • Develop a deep understanding of our clients' businesses and provide tailored solutions to meet their needs.
  • Build and maintain strong relationships with clients and partners through regular communication and face-to-face meetings.
  • Work closely with our sales team to identify new business opportunities and cross-sell additional services.
  • Ensure that all communications are accurate, timely, and compliant with regulatory requirements.
Requirements:
  • Excellent written and verbal communication skills, with the ability to build strong relationships with clients and partners.
  • Strong attention to detail and ability to maintain accurate records.
  • Strong numeracy skills and ability to understand complex financial data.
  • Ability to work independently and as part of a team to achieve shared goals.
  • Strong project management skills and ability to prioritize tasks effectively.
Desirable Qualifications:
  • Relevant financial services qualifications, such as the CFA or CFP.
  • Experience in the investment management industry, with a strong understanding of commercial objectives and market trends.

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and results-driven individual with a passion for building strong relationships, we encourage you to apply for this exciting opportunity.



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