Telephone Account Manager - London

£35,000 - £40,000 + £25,000 bonus - Sales
Ref: 305 Date Posted: Monday 14 Sep 2020
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Telephone Account Manager

London - West End

The company currently manages over £550 million of assets for our 7,000 plus investors. They work in partnership with financial advisers, wealth managers and family offices to create and deliver innovative investment solutions for their clients.
Primary job functions:
  • Outbound telephone calls to build and maintain relationships or schedule meetings
  • Provide point of contact for all inbound financial advisers’ queries
  • Provide an exceptional level of customer service
  • Implement new sales and marketing campaigns
  • Build and develop new relationships with prospective companies
  • Help educate financial advisers and enable them to solve their clients’ needs
  • Enhance and develop existing relationships to increase business levels
  • Support existing and prospective client firms over the telephone
  • Arrange client meetings for Field BDMs
  • Proactively follow-up FBDM client meetings
  • Develop good working relationship with ‘paired‘ FBDM(s)
  • Provide support to FBDMs and their financial advisers
  • Maintain up-to-date records on internal CRM system

Secondary job functions:

  • Help ensure the team works efficiently
  • Host 1:1 meetings with visiting financial advisers
  • Attend and support adviser and industry conferences and other events, as requested
  • Ensure a good flow of information between teams
  • Generate reports for internal use, as appropriate
  • Constantly improve product and industry knowledge

Job specific requirements:

  • Exceptional sales skills
  • Strong and flexible work ethic
  • High quality interpersonal skills
  • Strong relevant IT knowledge (particularly Microsoft Office)
  • Excellent English grammar to provide high quality well-written emails
  • Highly organised and able to work unsupervised efficiently and effectively
  • Hold or working towards industry specific exams as specified from time to time

The person

They are looking for a candidate with an exceptional approach to this role, who understands that the needs of clients (both internal and external) are at the heart of everything we do and key to the success of our business. Within the Sales Team, a can-do attitude and a supportive approach to team members are essential attributes. A wealth of financial services experience is not a prerequisite in applying for the role but a desire to develop skills and knowledge within a demanding work environment is critical.