Relationship Manager
2 months ago
Are you an experienced professional in authorised funds with a passion for building strong client relationships?
We’re recruiting for a Relationship Manager to join a leading and award-winning wealth management firm. You’ll manage key sponsor and third party Investment Manager relationships, ensuring top-tier service and collaborating with internal teams to drive operational excellence.
This is an initial 12 month FTC.
You’ll work closely with the Head of Relationship Management to ensure all team tasks are completed on time, with any issues escalated promptly. You'll provide technical advice to resolve complex problems and maintain accurate, up-to-date records for Sponsors and IM’s. As a Senior individual of the team, you'll support management in reviewing processes, implementing controls, and delivering operational changes. This role acts as a key contact for projects and ensure professional, timely communication with stakeholders.
Why apply?
- Salary up to £55,000 (+ discretionary bonus)
- Hybrid working for flexibility
- Excellent career progression opportunities
- Comprehensive benefits including private medical insurance, life assurance, and pension
- Generous holiday allowance with the option to buy more
- Many opt in benefits tailoring the package to you
Ideal Candidate:
- Strong background in Operations; ideally within authorised funds within wealth management/provider
- Solid understanding of regulatory frameworks around funds
- Leadership skills with the ability to support operational changes
- Relevant Level 3 FCA qualifications (e.g., CISI Investment Operations Certificate)
If you’re a motivated professional ready to make an impact, apply now.
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