Relationship Manager

Fundment; Greater London; Hybrid; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Pension 6% employer contribution

Private Health Insurance

Business and Personal Travel Insurance

Life Assurance - 4 x base salary

28 days annual leave plus bank holiday

Paid sick leave

Enhanced paternity/maternity/adoption

Job summary

Fundment in London is seeking a Relationship Manager (South East) to nurture long-term relationships with Financial Advisers and drive revenue growth by migrating assets to the Fundment platform.

The role requires 5+ years in relationship management within wealth/investment services, solid knowledge of tax wrappers and investment products, and strong CRM skills to engage advisers and manage complex client needs.

Qualifications

• 5+ years in relationship management within investment/wealth management.
• Solid knowledge of tax wrappers and investment products.
• Excellent interpersonal and communication skills to influence clients.
• Proficiency with CRM software and learning new technologies.

Responsibilities

• Act as primary contact for existing clients to ensure engagement.
• Develop long-term relationships with advisers and wealth managers.
• Meet advisers to assess needs and demonstrate Fundment features.
• Facilitate transfer of assets to Fundment and migration.
• Coordinate with marketing to share collateral and updates.
• Gather adviser feedback on functionality and requests.
• Work with transfers, support, engineering, and product teams.
• Identify training needs and support adviser success.
• Invite clients to Fundment events to maintain relationships.

Skills

Relationship management

Interpersonal skills

Communication

CRM software

Tools

CRM software

Job description

The Relationship Manager (South East) will nurture long-term relationships with Financial Advisers. This role requires excellent proven relationship management skills, ideally able to demonstrate strong existing adviser relationships and capable of driving revenue growth by facilitating the transfer of all assets under management to the Fundment platform, while ensuring client satisfaction and engagement.

Key Responsibilities

Relationship Management:

Act as the primary point of contact for existing clients, ensuring a high level of engagement and satisfaction.

Develop and maintain strong, long-term relationships with key stakeholders, including financial advisors and wealth managers.

Regularly meet with advisers to assess their needs, address concerns, and demonstrate capabilities and new features of the Fundment platform to maximise usage.

Identify and overcome barriers to clients transferring all assets to the Fundment platform and facilitate their migration.

Coordinate with the marketing team to send out collateral to advisers to help promote the Fundment platform to investors, update on new feature releases, partnerships and latest news.

Take regular feedback from advisers on functionality and feature requests.

Work closely with internal teams, including transfers and support, engineering and product specialists, to develop and deliver tailored solutions.

Identify training requirements and facilitate through the adviser success team.

Invite clients to Fundment events, attend industry networking events, breakfasts, evening dinners and awards ceremonies to maintain relationships.

Proven experience (5+ years) in relationship management within platform investment management, wealth management, or financial services sector

Solid knowledge of tax wrappers and investment products

Exceptional interpersonal and communication skills with the ability to influence and build rapport.

Strong technical ability, able to learn new technologies and demonstrate software.

Proficiency in CRM software.

Location:

London Area, United Kingdom (Hybrid, Full-time)

Pension 6% employer contribution, minimum 2% employee contribution.

Private Health Insurance

Business and Personal Travel Insurance

Life Assurance - 4 x base salary

28 days annual leave plus bank holidays

Paid sick leave

Enhanced paternity/maternity/adoption leave

Our Values at Fundment:

Collaborative: We listen, communicate, and work together to achieve shared goals.

Innovative: We constantly seek new ways to push the boundaries and improve our solutions.

Supportive: We lift each other up, creating an environment where everyone can grow and succeed.

Flexible: We adapt to the evolving needs of our team and clients, ensuring work-life balance and effective outcomes.

Trustworthy: We build trust through consistency, transparency, and delivering on our promises.