Relationship Manager

1 month ago


Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Job Title: Relationship Manager

Evelyn Partners Fund Solutions Limited is seeking a skilled Relationship Manager to join our team. As a key member of our operations team, you will play a crucial role in ensuring the smooth delivery of our services.

Key Responsibilities:

  • Assist the Head of Relationship Management in ensuring that all team tasks are documented and completed to deadline.
  • Act as an alternate contact for the department on Group wide projects and initiatives.
  • Support management in ensuring that systems, processes, and controls are in place and are fit for purpose.
  • Support management in ensuring that team procedures are documented, periodically reviewed, and updated.
  • Support the senior manager in the implementation of the risk and control matrix.
  • Work with management to review business initiatives, policies, and products from an operational perspective to ensure that they are fully supportable.
  • Provide technical assistance to the change management programme relevant to your area and actively manage the development and delivery of changes to operational and systems infrastructure.
  • Prepare accurate and comprehensive management information within the timescales agreed.

Key Skills and Experience:

  • Significant operations authorised funds experience gained within financial services or an outsourced provider.
  • Demonstrable and practical knowledge of the regulatory environment relating to authorised funds and in particular those relating to functions of an Authorised Corporate Directors.
  • Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.

What We Offer:

  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity, and inclusion initiatives across the organisation.



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