The Relationship Manager is responsible for leading and growing a high‑value client portfolio, delivering strong commercial outcomes while setting the standard for client experience, risk discipline, and collaborative leadership. The role balances revenue growth with long‑term client outcomes, team contribution, and firm‑wide stewardship. The role holder should hold suitable regulatory-approved Level 4 and 7 qualifications, such as CFA or CISI.
Scope & Accountability
- Ownership of a defined client portfolio
- Accountability for client service, retention, and portfolio delivery
- Responsibility for operating within agreed risk and governance parameters
- Contribution to team culture, collaboration, and shared success
Personal development towards more senior client leadership roles
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Key Responsibilities
1. Growth & Commercial Leadership
Own and deliver sustainable net new business growth across the portfolio
Drive annual revenue growth through deep client relationships and proactive opportunities
Originate and convert high‑quality opportunities, including complex or strategic mandates
Act as a trusted referral partner across the firm, generating and receiving meaningful internal referrals
2. Client Leadership & Experience
Set the standard for exceptional client service and long‑term retention
Build trusted, multi‑generational relationships with key clients and influencers
Actively manage client risk profiles, ensuring suitability and long‑term alignment
Lead collaborative client solutions, drawing on specialist and investment expertise
Represent the firm credibly with high‑value and high‑risk clients
3. People & Role Modelling
Demonstrate visible leadership through behaviour, professionalism, and accountability
Act as a role model for client focus, collaboration, and ethical judgement
Invest in personal development and seek regular feedback to continuously improve
Contribute to a high‑performance culture by supporting, coaching, or mentoring others
Serve as the principal spokesperson in internal and external forums
4. Operational & Platform Excellence
Grow the portfolio profitably, balancing revenue, costs, and capital efficiency
Ensure effective use of the firm’s platform, including appropriate delegation of portfolios
Champion scalable, innovative, and efficient ways of working that support long‑term growth
Leverage data, insights, and digital tools to improve client outcomes and decision-making
5. Risk, Governance & Professional Standards
Maintain a strong risk culture with disciplined client and portfolio oversight
Ensure KYC, client documentation, and ongoing reviews are completed to a high standard
Actively reduce and manage high‑risk exposures within the portfolio
Comply fully with all firm, divisional, and regulatory policies
Complete mandatory training on time and maintain high professional standards
Key Relationships
- Clients and family groups within assigned portfolio
- Portfolio Directors, Team Managers, and Team Heads
- Investment, Planning, and specialist partners
Risk, Compliance, and operational colleagues
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What Success Looks Like
A growing, profitable, and well‑balanced client portfolio
High client satisfaction and strong long‑term retention
Trusted partnerships across the firm
Strong risk outcomes with no avoidable issues
Recognised as a senior role model for clients, colleagues, and culture
We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
