Jobs

Relationship Manager (Intermediaries), Edinburgh

Posted 2 months ago
Salary
£80,000/ANNUAL
Location(s)
Work from home
Type
Permanent

BWD are working in partnership with a National wealth management firm who are looking to recruit a Relationship Manager into their intermediaries team.

This role can be remote whilst reporting into their Edinburgh base, whilst giving the successful person full responsibility of Scotland and Northern Ireland. The key purpose to this role is to manage, develop and service a panel of qualified existing and new IFAs and their clients within the region who utilise the business platforms and services. Due to existing and successful relationships there are clients to inherit (circa £40m AUM) from day 1. The intermediaries team account for 85% of business profits and offers an excellent opportunity for further growth and development personally and of the office.

Key highlights of the role include;

  • Work in conjunction with the regional Business Development Managers to sign-up new IFA firms
  • Attend & present at new client meetings; conduct portfolio analysis and draw up investment proposals
  • Prepare for, undertake and attend (when required) annual client reviews
  • Identify, up sell and x-sell opportunities within the existing IFA panel

This is certainly a hybrid role which requires you to be comfortable and experienced with a sales/business development mindset whilst also giving client advise. Ideally you will be studying towards or qualified CISI Level 6 PCIAM or Level 7 CWM.

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