Relationship Manager
MercurySalary not specified
Full Time
Junior (1 to 2 years), Mid-level (3 to 4 years)
£47,000 – £53,000Compensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Finance, BrokerageIndustries
Requirements
- Account Management experience in financial services where you have managed client or intermediary relationships, met targets, and supported financial products or services
- An understanding of company accounts and financials (e.g., ability to interpret balance sheets and profit & loss statements)
- Demonstrable ability to work to sales targets in a fast-paced environment
- Excellent communication and customer care skills. Confidence to pitch in front of a large audience
- Based in the north of England (i.e. north of Sheffield) to visit brokers and intermediaries
- Clean driving licence and access to a car insured for business use
Responsibilities
- Ensure that broker/introducers experience a first-class service from Arkle
- Be the primary point of contact for assigned Brokers/Introducers
- Improve the quality of business introduced to Arkle and have a positive impact on quality of proposals, approval rates and conversion rates
- Develop and maintain strong relationships with existing panel of brokers/introducers
- Regularly visit brokers/introducers and, where required, the end-user customers and dealers in line with sales plans, audit requirements, specific deals, etc. Some overnight stays may be required
- Drive revenue by building and maintaining strong relationships with broker partners across the north of England
- Identify new business opportunities, negotiate complex deals, and provide exceptional support to our broker network
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the salary range for the Business Development Manager role?
The salary range is £47,000 - £53,000 per annum.
Is this position remote, and are there any office requirements?
This is a remote position based in the north of England, with quarterly visits required to the Wellingborough head office for team and business updates.
What key skills and experience are required for this role?
Required experience includes account management in financial services, understanding of company accounts and financials like balance sheets and P&L statements, ability to meet sales targets, excellent communication skills, being based north of Sheffield, and holding a clean driving licence with business-insured car access.
What benefits are offered in this position?
Benefits include private medical insurance, 25 days’ annual leave rising to 28 with service, enhanced maternity and paternity leave, income protection, life assurance, and pension.
What makes a strong candidate for this Business Development Manager role?
Strong candidates have account management experience in financial services managing intermediary relationships and meeting targets, financial acumen to interpret accounts, proven sales target achievement, excellent communication for pitching and relationship-building, and are based in northern England with a clean driving licence.
Arta Finance
Provides personalized investment strategies and services
About Arta Finance
Arta Finance provides tailored investment solutions for a variety of clients, including individual investors and institutional entities. The company focuses on creating personalized investment strategies that align with the specific financial and tax needs of its clients. Revenue is generated primarily through management fees for overseeing investment portfolios and transaction fees for executing trades. Arta Finance promotes a client-centric approach, encouraging clients to evaluate investment opportunities based on their own objectives and risk tolerance. While the company offers expert advice, it does not guarantee the success of its strategies, emphasizing the risks involved in investing. Additionally, it advises clients to consult tax professionals to consider tax implications before making investment decisions.
Mountain View, CaliforniaHeadquarters
2021Year Founded
$87.5MTotal Funding
SERIES_ACompany Stage
Financial ServicesIndustries
51-200Employees
Benefits
Health insurance
High deductible health plan available with HSA contribution
Complimentary one medical membership
20 weeks of parental leave
15 days PTO annually
National & company holidays
Risks
Increased competition from other AI-driven wealth management platforms could dilute market share.
Global expansion may expose Arta Finance to geopolitical risks and regulatory challenges.
Partnerships with large entities like Google Cloud may lead to dependency risks.
Differentiation
Arta Finance democratizes wealth management using AI, making it accessible to more people.
The company offers personalized investment strategies tailored to individual client needs.
Arta Finance partners with tech giants like Google Cloud to enhance platform scalability and security.
Upsides
AI-driven personalization in wealth management is gaining traction, benefiting Arta Finance.
The demand for digital wealth management platforms is projected to grow significantly by 2030.
Arta's global expansion, including Singapore, positions it as a leader in digital wealth management.
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