Relationship Executive

Our client sell an outsourced managed portfolio service to a network of IFAs. The Relationship Executive will help manage and develop relationships with hundreds of IFAs within this network with the view of growing AUM.


  • Build strong relationships with existing and new financial advisers.
  • Hold regular meetings with advisers, in person and via Teams.
  • Effectively communicate investment strategies to advisers with the goal of increasing AUM.
  • Assist advisers in selling more of our products and to retain existing business.
  • Segment adviser base to develop and execute an effective engagement plan.
  • Work closely with the CPM and Investment Specialist to provide adviser feedback to the business
  • Work collaboratively with the whole business to ensure up-to-date information is being shared with advisers.
  • Support CPM with regional presentations


  • Strong understanding of Financial Markets and economic theories.
  • Strong relationship management background.

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