Overview
In this role you drive growth by managing and expanding a portfolio of financial services clients. You will build lasting relationships, identify new business opportunities, and deliver excellent service in a collaborative, sales-driven environment. You’ll work with internal teams to onboard clients and tailor solutions, while monitoring market activity to uncover growth avenues. This position offers professional development within a growing financial services business.
Pay / Benefits
- competitive salary
- performance-related incentives
- professional development
- career progression opportunities
- supportive and collaborative team environment
- opportunity to join a growing business
Responsibilities
- Identify and develop new business opportunities through research, networking, and proactive outreach
- Maintain a healthy pipeline of prospective clients
- Nurture long-term relationships with existing clients and tailor solutions to their needs
- Present financial products and services professionally and effectively
- Coordinate with internal teams to ensure smooth onboarding and service experience
- Monitor market trends and competitor activity to spot growth opportunities
- Prepare sales reports, forecasts, and updates for management
- Achieve and exceed sales targets and performance objectives
Key requirements
- Previous experience in Account Management, Sales, or Business Development in finance
- Strong understanding of financial products and services
- Excellent communication and relationship-building skills
- Results-driven with a proactive and professional approach
- Strong organisational and time management abilities
- Proficient in Microsoft Office and CRM systems
- Positive team player with a strong work ethic and commitment to customer service
- communication
- relationship-building
- proactive approach
- team player
- Microsoft Office
- CRM systems
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