New Business Relationship Manager Fiduciary Sectors

About Allica Bank

Allica is the UKs fastest growing company - and the fastest-growing financial technology (Fintech) firm ever. Our purpose is to help established SMEs one of the last major underserved opportunities in Fintech.

Established SMEs are the backbone of local communities - representing over a third of our economy - yet have been largely neglected both by traditional high street banks and modern fintech providers.

Department Description

The Fiduciary Sectors Team at Allica Bank provides exceptional service and support to regulated professional services firms in the UK. Including but not limited to Solicitors NBFIs Accountants Pension Trustees and Insolvency Practitioners.

Our team is known for its commitment to delivering innovative solutions and exceptional service that merits recommendation. We pride ourselves on our ability to build strong relationships by listening to our clients and using that feedback to support a continuous iterative programme of improvement to our value proposition. We are a growing team in a rapidly growing banking business providing a significant opportunity for personal growth and development.

Role Description

The Business Development & Relationship Manager (Fiduciary Sectors Scotland) plays a key role in expanding Allicas 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.

This is a highly commercial outwardfacing role requiring deep understanding of the fiduciary landscape strong relationshipbuilding capability and the ability to articulate Allicas proposition with clarity and confidence. The successful candidate will be responsible for generating new opportunities overseeing the onboarding of regulated clients maintaining longterm relationships and acting as a trusted subjectmatter expert for both clients and internal stakeholders.

Principal Accountabilities

• Identify target and convert new business opportunities with regulated professional services firms across Scotland and the wider UK.

• Develop and execute a structured businessdevelopment strategy supported by datadriven insights and CRMbased pipeline management.

• Represent Allica Bank at industry events conferences and professional networks building strong relationships with solicitors accountants independent financial advisors and other fiduciaryrelated intermediaries.

• 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 subjectmatter expertise on clientmoney banking AML/KYC expectations and fiduciarysector 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 CRMdriven insights for internal stakeholders.

• Maintain uptodate 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 clientled insights.

Personal Attributes & Experience

• Proven track record in business development relationship management or clientfacing roles within financial services or professional services.

• Strong understanding of regulated clientmoney environments (e.g. SRA FCA CASS trust and fiduciary accounts).

• Experience working with professional or corporate clients and delivering high standards of service in complex or regulated environments.

• Exceptional communication and interpersonal skills with the ability to build trust with senior stakeholders.

• Highly proactive commercially minded and accountableable to drive outcomes independently.

• Strong analytical capability comfortable navigating onboarding requirements risk considerations and regulatory frameworks.

• Collaborative mindset with the ability to work effectively across multiple teams.

• Willingness to travel across Scotland and the wider UK as required.

#LI-Remote #LI-AD1

Working at Allica Bank

At Allica Bank we want to ensure our employees have the right tools and environment in which to succeed in their role and in support of our customers.

Our employees are at the heart of everything we do so our benefits are designed with you in mind:

• 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

Dont tick every box

Dont worry if you dont have all the skills or requirements listed on the job description. If you think youll be a good fit wed still love to hear from you!

Flexible working

We know the 9-to-5 isnt right for everyone. Thats why Allica Bank is fully committed to flexible and hybrid working. Please let us know what is best for you and if we can we will do our best to accommodate.

Diversity

Were a diverse bunch here at Allica with all kinds of experiences backgrounds and lifestyles. Our openness and differences make us stronger and we want everybody to feel comfortable bringing as much of themselves to work with them as they like.

Required Experience:

Manager