Wealth Relationship Manager - Fixed Term Contract
CompanyFidelity International
Location
London, England, United Kingdom
Employment TypeFull-time
Posted At4/10/2026
UK Visa Sponsorship Analytics
Analytics are greyed out due to low classification confidence (37.0%).
Occupation Type
Finance and investment analysts and advisers
Occupation Code Skill LevelHigher Skilled
Sponsorship Salary Threshold
£45,800
(£23.49 per hour)
Occupation rate applies
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Description
About The Opportunity
Job Type: Fixed Term Contractor
Contract duration : 8 months.
Application Deadline: 27 April 2026
Title: Wealth Relationship Manager
Department: Wealth and Guidance - Investor Servicing
Location: London New Generation Investor Centre
Reports To: Associate Director, Wealth and Guidance
This is a 6 - 9 month Fixed Term Contract
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 Investor Servicing team and feel like you are a part of something bigger.
About Your Team
Fidelity Investor Servicing is rapidly expanding investor numbers and assets under administration supported by the development of an exciting product and service proposition. Based in the London Investor Centre, Fidelity Investor Servicing offers an execution-only investment service for our GPS investors. Our lasting client relationships are developed through a combination of web, telephony and face-to-face interaction with our Relationship Managers playing a pivotal part in building that relationship.
Purpose of the Role
The Wealth Relationship Manager (Wealth RM) is responsible for proactively supporting, guiding, retaining and developing a portfolio of investors within the Wealth business with assets over £250k. The Wealth RM should demonstrate an entrepreneurial spirit to enable the identification and development off new potential investors to support the growth of assets under management. The retention of our clients is of the upmost importance to us and as such the Wealth RM should be able to build compelling relationships to support a long-lasting partnership.
The role is focused on retaining and growing assets from our portfolio of clients but also requires a mix of sales, coaching, relationship, networking and management skills. Successful management of time should be a high priority of the Wealth RM and it is expected that the Wealth RM 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.
Overall success will be dependent on collaborative working and the Wealth RM should demonstrate the ability to be able to coach and develop our associate stakeholder.
Key Responsibilities
Job Type: Fixed Term Contractor
Contract duration : 8 months.
Application Deadline: 27 April 2026
Title: Wealth Relationship Manager
Department: Wealth and Guidance - Investor Servicing
Location: London New Generation Investor Centre
Reports To: Associate Director, Wealth and Guidance
This is a 6 - 9 month Fixed Term Contract
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 Investor Servicing team and feel like you are a part of something bigger.
About Your Team
Fidelity Investor Servicing is rapidly expanding investor numbers and assets under administration supported by the development of an exciting product and service proposition. Based in the London Investor Centre, Fidelity Investor Servicing offers an execution-only investment service for our GPS investors. Our lasting client relationships are developed through a combination of web, telephony and face-to-face interaction with our Relationship Managers playing a pivotal part in building that relationship.
Purpose of the Role
The Wealth Relationship Manager (Wealth RM) is responsible for proactively supporting, guiding, retaining and developing a portfolio of investors within the Wealth business with assets over £250k. The Wealth RM should demonstrate an entrepreneurial spirit to enable the identification and development off new potential investors to support the growth of assets under management. The retention of our clients is of the upmost importance to us and as such the Wealth RM should be able to build compelling relationships to support a long-lasting partnership.
The role is focused on retaining and growing assets from our portfolio of clients but also requires a mix of sales, coaching, relationship, networking and management skills. Successful management of time should be a high priority of the Wealth RM and it is expected that the Wealth RM 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.
Overall success will be dependent on collaborative working and the Wealth RM should demonstrate the ability to be able to coach and develop our associate stakeholder.
Key Responsibilities
Customer Development, Retention and Acquisition
- Provide a personalised service to manage, guide, retain and develop new and existing Wealth Management investors
- Take responsibility for the retention and growth of a portfolio of Wealth investors and actively manage the relationship through personal guidance consultations on portfolio planning and asset allocation utilising Fidelity’s Guidance and other tools
- Provide direction and guidance to new wealth investors on how to do business with Fidelity Wealth Management
- Deliver outstanding customer service in all interactions.
- 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
- Support and develop the Wealth telephone associates and other telephone teams to encourage and facilitate good working practices and lead flow, including outbound telephony
- Ensure timely resolution of client problems by the Wealth Service team
- 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
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