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Relationship Manager

2 months ago

Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time
{"Key Responsibilities": "

As a key member of the Evelyn Partners team, you will be responsible for the management, servicing, and development of named Sponsors and Delegated Third Party Investment Managers (DTPIM).

You will work closely with the governance and operational teams to ensure that the best possible servicing is provided to all stakeholders.

Key responsibilities include:

  • Assisting the Head of Relationship Management in ensuring that all team tasks are documented and completed to deadline, and that reconciling items are resolved within appropriate timescales.
  • Providing technical advice to assist in resolving complex issues or queries that arise within the team.
  • Ensuring comprehensive Sponsor and DTPIM records are kept and that these are accurate and up to date at all times.
  • Acting as an alternate contact for the department on Group wide projects and initiatives.
  • Supporting management in ensuring that systems, processes, and controls are in place and are fit for purpose.
  • Supporting management in ensuring that team procedures are documented, periodically reviewed, and updated.
  • Supporting the senior manager in the implementation of the risk and control matrix.
  • Working with management to review business initiatives, policies, and products from an operational perspective to ensure that they are fully supportable.
  • Providing technical assistance to the change management programme relevant to your area and actively managing the development and delivery of changes to operational and systems infrastructure.
  • Preparing accurate and comprehensive management information within the timescales agreed.
  • Ensuring that all dealings with internal/external stakeholders are conducted professionally and that requests are dealt with in a timely and effective manner and takes responsibility to resolve.
  • Leading by example, displaying strong values and beliefs, and a commitment to encouraging individuals to put the Sponsor and DTPIM at the front of everything that they do.
  • Being able to explain the divisional strategy, demonstrating how business should be conducted to achieve the desired goals.
"}