Financial Intermediary Relationship Manager
2 days ago
IPOE CONSULTING LIMITED is seeking a highly motivated and organized Clients Relationship Manager to join our UK Financial Intermediary (FI) business unit.
The role involves building and maintaining strong relationships with our clients, including Financial Advisers, Discretionary Fund Managers, Investment Managers, and Family Offices. Responsibilities include:
- Providing exceptional service to a portfolio of high-profile clients
- Identifying new business opportunities and developing strategies to capitalize on them
- Maintaining accurate records and reporting on client activity
- Communicating effectively with internal stakeholders to ensure seamless delivery of solutions
- Contributing to the development of sales strategies and tactics to drive revenue growth
Requirements for this role include:
- A minimum of 3 years' experience working in a similar capacity within the financial services industry
- Prior experience working with platforms is highly desirable
- Relevant industry qualifications, such as IMC or CISI, are advantageous
- A proven track record of delivering results in a fast-paced environment
- Excellent leadership and communication skills
- Ability to work independently and as part of a team
Estimated salary: £45,000 - £65,000 per annum depending on experience.
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