Relationship Manager – Wealth & Financial Services
If you're a Relationship Manager, Business Development Manager or Client Relationship Manager within wealth management, financial services or FinTech, and you're looking for a role where you can genuinely influence growth, this could be the opportunity you've been waiting for.
We're partnering with an ambitious FinTech business based in Cardiff, that's building something different and is looking for a commercially-minded relationship builder to help drive its next phase of growth.
What's in it for you?
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A genuine opportunity to help shape a growing business.
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Plenty of autonomy and exposure to senior leadership.
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A collaborative, supportive culture where your ideas are valued.
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Flexible Hybrid working (2 days per month in Cardiff office) nd an attractive benefits package.
The culture is open, kind, curious, and productively ambitious. Ideas win here - not job titles.
Location: Cardiff City Centre (super close to great public transport links both bus and train) with travel required throughout south Wales and the South West
Salary: £60,000 pa + Bonus/Equity
Hours: 37.5 hours per week
Benefits: 26 days holiday + bank holidays, healthcare, pension & more
What You’ll Be Doing (and the impact you’ll make):
This is a hands-on role where you'll develop relationships with prospective clients and professional introducers, generate new opportunities through networking and referrals, represent the business externally, and help deliver an outstanding client experience from first conversation through to onboarding.
About You
You’ll thrive here if you’re already in a financial services B2C business development or client relationship manager role and feel ready to stretch yourself with a super ambitious FinTech. You may be in a bank, a FinTech, or regulated business - what matters is your mindset.
You'll bring:
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Experience in wealth management, financial services or FinTech with High Net Worth customers.
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A track record of building relationships and generating new business opportunities.
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Confidence networking and representing a business externally.
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Strong commercial awareness and excellent communication skills.
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A proactive, entrepreneurial mindset.
We embrace diversity and truly believe in equal opportunities for all. Inclusion and diversity spark creativity, drive innovation, and help us better serve our customers. We believe companies with greater diversity perform better. That’s why all qualified applicants will be considered regardless of age, race, religion, genetic information, sexual orientation, gender identity, parental status, disability, educational background, or any other characteristic that doesn’t relate to your ability to do the job.
This is a genuine career accelerator for someone driven, curious, and ready to level up. If that sounds like you, we’d love to hear from you - apply today for this Client Relationship Manager role in Cardiff.
If you need any adjustments for the application or interview process, just let us know – we’re here to support you.