New Business Relationship Manager - Fiduciary Sectors

The Business Development & Relationship Manager (Fiduciary Sectors - Scotland) plays a key role in expanding Allica's presence across Scotland and the wider UK by acquiring, developing, and managing relationships with regulated professional firms, with a particular focus on the legal sector in Scotland.

Requirements

• Identify, target, and convert new business opportunities with regulated professional services firms across Scotland and the wider UK.
• Develop and execute a structured business-development strategy, supported by data-driven insights and CRM-based pipeline management.
• Serve as the dedicated relationship lead for a portfolio of regulated clients, ensuring exceptional service at every stage of the relationship.
• Support and oversee the onboarding of regulated entities, ensuring AML/KYC and other regulatory requirements are met efficiently and accurately.
• Provide subject-matter expertise on client-money banking, AML/KYC expectations, and fiduciary-sector practices
• Work closely with Product, Compliance, Operations, and other internal teams to refine and enhance the fiduciary banking proposition.
• Capture and escalate client feedback to inform product development, risk appetite considerations, and service improvements.
• Assist in the creation of management information (MI), reports, and CRM-driven insights for internal stakeholders.
• Maintain up-to-date understanding of regulatory developments affecting the fiduciary sector (SRA, FCA, MoJ, AML changes, etc.).
• Provide commercial insight to the wider bank on opportunities, risks, and market trends.
• Support marketing initiatives by contributing sector expertise, case studies, and client-led insights.
• Willingness to travel across Scotland and the wider UK as required.

Benefits

• Full onboarding support and continued development opportunities
• Options for flexible working
• Regular social activities
• Pension contributions
• Discretionary bonus scheme
• Private health cover
• Life assurance
• Family friendly policies including enhanced Maternity & Paternity leave