New Business Relationship Manager - Fiduciary Sectors
Core
Acquiring, developing, and managing relationships with regulated professional firms (Solicitors, NBFIs, Accountants, Pension Trustees) in Scotland and the UK to expand Allica Bank's presence.
Role type
Business Development & Relationship Manager (Fiduciary Sectors)
Builds
New business opportunities and long-term client relationships for a Fintech bank serving regulated professional services.
Domain
UK Financial Technology / Fiduciary Banking / Professional Services
Deliverable
client delivery
Required skills
Business development, relationship management, regulated client-money environment knowledge (SRA, FCA, CASS), onboarding of regulated entities, AML/KYC compliance, CRM pipeline management, industry event representation, regulatory development tracking, commercial insight, analytical capability.
Preferred skills
Experience in financial services or professional services, ability to work independently, travel across Scotland and UK.
Technologies
CRM systems
Responsibilities
Identify, target, and convert new business opportunities; Develop and execute a structured business-development strategy; Represent the bank at industry events; Serve as the dedicated relationship lead for a portfolio of regulated clients; Support and oversee the onboarding of regulated entities; Provide subject-matter expertise on client-money banking and fiduciary practices; Capture and escalate client feedback; Assist in creating management information and reports; Maintain up-to-date understanding of regulatory developments; Provide commercial insight to the wider bank; Support marketing initiatives.
Seniority
Mid-Senior, hands-on IC
