Relationship Manager for Financial Advisors - Hybrid

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

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.