Relationship Manager
Relationship Manager
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Job Description
The primary objective of the role is to proactively work with the London and South IFA Business Development Team to follow up events generate leads and serve as an additional point of contact in supporting IFAs. To be an integral part of the team and be able to promote the Evelyn Partners investment proposition.
The successful candidate will drive initial contact with new advisers and develop new business opportunities.
Job Responsibilities
- Handling calls for new business leads
- Developing strategies to maximise opportunities (i.e. combine calls LinkedIn central communication and personalised emails)
- Arranging meetings and introductions for the Business Development Team
- Managing IFA database
- Liaising and engaging with Business Development team and potential new clients
- Achieving pre agreed targets
- To offer support with regional events
- On occasion and when required to travel and attend presentations
Qualifications :
The successful candidate will have the following
- Previous experience working within financial services would be desirable
- Previously worked within a Relationship Management/ Sales/ Business Development environment
- Confidence to pursue leads and overcome objections
- Strong communication skills: Excellent call handling listening and influencing
- Able to thrive in and contribute to a hardworking and dynamic team
- Demonstrates strong planning and organisational skills
Additional Information :
As a colleague here at Evelyn Partners you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and were delivering multiple diversity equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues regardless of identity background or circumstance feel respected as individuals and feel that they can achieve their full potential and work in a safe supportive and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
