Platform Relationship Manager
3 days ago
About Jigsaw Financial
Jigsaw Financial is a global investment manager founded in 2002. Our team of over 400 talented professionals manages over £20 billion for a range of clients, including individuals and families, financial institutions, corporations, charities, and trustees.
Job Summary
This is a full-time remote role based in the North East, with a focus on building relationships with clients and driving business growth. As a Platform Relationship Manager, you will be responsible for managing relationships with our platform, sales, and relationship management teams.
Main Responsibilities
- Client Relationship Management
- Develop a deep understanding of our clients' businesses and provide training on our platform to enhance their experience.
- Cross-sell additional services where appropriate to drive revenue growth.
- Communication and Reporting
- Ensure all communications are accurate, timely, and delivered in a professional manner, including reports and updates.
- Regulatory Compliance
- Adhere to the FCA's Consumer Duty principles, ensuring that our clients receive fair treatment and that we actively support their financial goals.
Requirements
- Excellent Communication Skills
- Strong written, verbal, and listening skills, with extensive face-to-face and direct telephone contact.
- Attention to Detail
- Maintain the highest levels of service through attention to detail and a commitment to excellence.
- Numeracy and Analytical Skills
- Strong numeracy skills to understand processes and check data, with the ability to analyze and interpret financial information.
- Relationship Building and Teamwork
- Develop strong relationships with various stakeholders, including clients, colleagues, and external partners.
- Work collaboratively as part of a team to achieve shared goals and targets.
- Project Management and Personal Growth
- Take ownership of projects and initiatives, driving personal and professional growth through continuous learning and development.
Desirable Qualifications and Experience
- Commercial Acumen
- Strong knowledge of commercial objectives, the UK platform and advisory market, and the financial services industry.
- Investment and Financial Services Experience
- Experience in investments and investment management is desirable, as is relevant financial services qualifications.
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