Regional Wealth Manager, Advisory Partnerships

Canada Life Group Ltd (The); City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking a Regional Account Manager to support business growth within the Wealth Management function. This field-based role covers the West Midlands, Gloucestershire, and Mid/South Wales. The ideal candidate will cultivate relationships with professional adviser firms using various communication methods, ensuring a customer-focused approach. Join a modern and agile organization committed to transforming financial services for clients.

Responsibilities

• Build strong, productive relationships with professional adviser firms.
• Use multi-level contact strategy including face-to-face, screen to screen, telephone, and email.

Job description

A leading financial services firm is seeking a Regional Account Manager to support business growth within the Wealth Management function. This field-based role covers the West Midlands, Gloucestershire, and Mid/South Wales. The ideal candidate will cultivate relationships with professional adviser firms using various communication methods, ensuring a customer-focused approach. Join a modern and agile organization committed to transforming financial services for clients.