Relationship Manager in London - Seven Investment Management

About The Role

Purpose

To manage, develop and service a panel of qualified existing / new IFAs and clients within the South Wales and West of England Region region who utilise the 7IM Discretionary and Retirement Income Service (RIS)

Responsibilities

Sales

Work in conjunction with the regional Business Development Managers to sign-up new IFA firms to use the 7IM Discretionary and RIS services.
Take the lead for Discretionary / RIS new business generation from a panel of new and existing IFA firms.
Attend & present at new client meetings; conduct portfolio analysis and draw up investment proposals.
Ownership of the Discretionary / RIS gross and net new business targets.
Identify, upsell and x-sell opportunities within the existing IFA panel. Work with BD to achieve the overall regional Platform and Investment solutions targets.

Service

Prepare for, undertake and attend (when required) annual client reviews in order to retain existing business.
Attend and hold regular IFA Meetings (in conjunction with BDMs, where relevant).
Carry out portfolio restructuring & investment phasing work.
Carry out annual client tax work involving CGTs / ISAs.
Work towards meeting retention targets set on an annual basis.
Deal with Client queries

Compliance & Conduct

Keep annual client suitability up to date.
Obtain annual CPD and Statement of Professional Standing.
Undertake annual T&C, including product training and tests.
Work towards competent sign off on an annual basis as part of the certification regime and adhere to the conduct rules.
Attend and contribute to monthly regional meetings.
Mentor ARMs in regional team.

About You

Skills

Sales Experience and commercial awareness
People Management experience.
Relationship building skills in order to rapidly establish a high level of trust with the clients, both in terms of professional and personal competence and trustworthiness
Accuracy, thoroughness and attention to detail in order to maintain the highest levels of service
Systems learning skills to rapidly understand and use appropriate systems, including accurate inputting of detailed data across a number of different screens and software packages
Written skills, in order to clearly, concisely and thoroughly present information to clients and wealth managers
Numeracy skills in order to understand, process and check a range of data
Telephone answering, rapport and relationship building skills in order to rapidly establish a high level of trust with the clients and wealth managers, to manage expectations, and to demonstrate a high level of ownership, competence, reliability and responsiveness
Assertiveness and tenacity combined with diplomacy and sensitivity, to build and maintain good relationships with clients, wealth managers and colleagues across the company. The ability to ensure that necessary actions are taken to service clients, whilst maintaining positive relationships externally and internally
Flexibility and innovation to handle and support changing (and sometimes conflicting) needs and demands, and continually to improve working practices
Resilience in order to manage conflicting priorities and demands, ambiguity and demanding work loads
Personal development focus, taking responsibility (with 7IM) for driving forward both personal and professional development in order to maximise effectiveness in this demanding role, and to grow in the role, and beyond

Knowledge

Knowledge of discretionary investment management administration, including tax wrappers
Knowledge of Pershing systems and procedures would also be beneficial
Commercial awareness in order to identify appropriate target segments and lists, and to profile prospects appropriately, understanding the context of their situation and businesses as well as the implications for the overall business of 7IM
Have a very strong awareness of, and passion for, markets.

Qualifications

An industry relevant examination (such as to CISI PCIAM) is required to be CISI Level 6.
Ability to have and hold a relevant SPS and maintain ongoing annual CPD requirements.

Other Relevant Information

Subscribe to 7IM’s Mission and Tenets and other Treating Customers Fairly (TCF) initiatives
Adhere and contribute to 7IMs Values, Purpose and Vision

About Us

7IM is an investment management business that helps individuals, families and financial advisers manage money to meet their and their clients’ needs and aspirations.

Founded in 2002 from a basement, seven individuals established 7IM as we couldn't find anywhere we wanted to invest our families' money. Our assets under management now stand at around £17bn, and we have moved from ‘basement’ to ‘Bishopsgate’ in the City of London.

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Relationship Manager

About The Role

About You

About Us

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