Relationship Executive

Title                 Wealth Relationship Executive

Department      Wealth Relationship Management

Location          London New Generation Centre

Reports To       Senior Manager, Wealth Management

Level                Relationship Management 4

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Wealth and Guidance team and feel like you’re part of something bigger.

Our clients come from all walks of life and so do we.  We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.

As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and  would  welcome  a  conversation  with  you  if  you  feel  you  might  benefit  from  any  reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.

About your team

Fidelity Wealth Management is rapidly expanding investor numbers and assets under administration supported by the development of an exciting product and service proposition. Based in our Investor Centre on London Cannon Street, Fidelity Wealth Management offers an execution-only investment service for our Personal Investing (PI) investors with larger and more complex portfolios. Our lasting client relationships are developed through a combination of web, telephony and face-to-face interaction with our Wealth Relationship team playing a pivotal part in building that relationship.

About your role
The Wealth Relationship Executive (Wealth RE) is responsible for proactively supporting, guiding, retaining and developing a portfolio of investors within the Wealth business with assets over £250k. The Wealth RE should demonstrate client centric behaviours to support our clients on their investment journey. The retention of our clients is of the upmost importance to us and as such the Wealth RE  should be able to build compelling relationships to support a long-lasting partnership. Overall success will be dependent on working closely with the Relationship Manager as well as our Wealth phones team.

The role is focused on retaining and growing assets from our portfolio of clients but also requires a mix of sales and relationship-building. Successful management of time should be a high priority of the Wealth RE and it is expected that the Wealth RE will use that time management to discuss and promote Fidelity’s services and resources to encourage clients both to remain and pass a larger portion of their wealth into the service.

Customer Development, Retention and Acquisition

• By providing a personalised service, manage, guide, retain and develop new and existing Wealth investors
• Deliver outstanding customer service in all interactions.
• Mange the team’s mailbox and respond to queries in a timely manner
• Support and process administration of a variety of initiatives ensuring wealth customer status is maintained on a regular basis
• Take team responsibility for a group of Wealth investors and actively manage the relationship through customer communication – such as in- and outbound calls, pro-active e-mails, face to face meetings and personal consultations on portfolio planning and asset allocation utilising Guidance and other tools

• Ensure timely resolution of client problems by the Wealth Service team
• Provide direction and guidance to new Wealth investors on how to do business with Fidelity Wealth

• Actively utilise asset gathering tools to uncover client assets, helping to drive new client business

• Identify and complete sales opportunities through the active promotion of Fidelity’s products and services
• Maintain monitoring systems to demonstrate both activity and success.
• Utilise electronic channel expertise to migrate clients to the web
• Attend the wealth and business development events as business need requires

Risk Management

• Be aware of and follow all FIL Policies, Procedures, and Regulatory Requirements (e.g. ‘Treating Customers Fairly’)
• Maintain effective, efficient, and compliant records for all personal interactions with clients and prospects.
• Be alert to the demands of internal policies and procedures, in recognition of both your team and your own personal standards and the trust placed in you to be a client representative of Fidelity
• Develop, pursue and achieve a level of competence suitable to your role and activities. This will entail a reasonable level of self-generated CPD (‘Continuing Professional Development’)
• Attend and complete any training to ensure compliance standards are met

About you

Experience and Qualifications Required

• Successful Financial Services sales and service experience – preferably in retail or large book management
• Knowledge and experience of working in a Wealth business preferred
• Proven coaching and development skills in a team environment
• Experienced in servicing high net worth clients
• RDR - Level 4 qualified
• Understanding of risk management and working within a compliant environment
• Good investment and industry knowledge
• Excellent communication and interpersonal skills
• Pro-active and self-motivated
• Good administrative and self-organisational skills

Our clients come from all walks of life and so do we.  We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.