As an Account Manager, you will provide tailored financial guidance and solutions, supporting customers throughout their journey while ensuring all advice is delivered in line with regulatory requirements. This role combines relationship management, consultative sales, and exceptional customer service to deliver positive outcomes for every client.
About You
You are a motivated and target-driven professional with excellent communication and relationship-building skills. You thrive in a fast-paced environment, enjoy identifying customer needs, and have a proven ability to convert enquiries into long-term client relationships.
You will also have:
* Experience in account management, consultative sales, or financial services.
* Strong negotiation and objection-handling skills.
* A customer-first approach with the ability to build trust and rapport.
* Experience using CRM systems to manage customer relationships and sales pipelines.
* Excellent organisational skills and attention to detail.
* The ability to balance commercial objectives with regulatory compliance.
Key Responsibilities
* Manage a portfolio of customer accounts, providing tailored advice and ongoing support.
* Carry out comprehensive assessments of customers' financial circumstances, including income, assets, liabilities, and any vulnerability considerations.
* Recommend suitable solutions based on individual customer needs, ensuring customers fully understand all available options.
* Act as the primary point of contact throughout the customer journey, building strong, long-lasting relationships.
* Maintain accurate and up-to-date customer records using CRM systems.
* Achieve individual sales and performance targets while contributing to wider team objectives.
* Ensure all customer interactions and recommendations comply with relevant regulatory and compliance standards.
* Guide customers confidently from initial enquiry through to implementation and ongoing support.
* Use consultative questioning techniques to identify customer needs and effectively overcome objections.
* Deliver excellent customer outcomes while balancing commercial performance with regulatory responsibilities.
If you are passionate about delivering exceptional customer experiences, enjoy building lasting relationships, and are looking to develop your career within a successful and growing organisation, we'd love to hear from you
Salary description
£32760.00 - £32760.00 per year