Account Manager

COMPANY INFORMATION

Our Client is an international financial services company with a product range including personal banking, insurance, pensions and retail investments, institutional fund management and property investments. In the UK they are a leading life and pensions provider with around seven million customers.

JOB DETAILS

They are currently looking for an Account Manager who can meet and exceed allocated sales revenue targets with the Company within a defined geographical area and develop long-term profitable business relationships. You will be delivering an agreed business plan to maximise sales whilst operating within agreed budgets and working in conjunction with the Sales Support Executive to ensure the delivery of a proactive contact /relationship management strategy to maximise business results. Identifying opportunities and plan effective use of available internal resources to drive business flows and build relationships as well as utilising the databases to create and maintain account plans; business profiles and contact activity.

CANDIDATE SPECIFICATIONS

You will need the ability to demonstrate an in depth knowledge of the Company's product and service proposition and have detailed knowledge of target accounts / RIs and the potential business opportunities in the defined territory.
Minimum CFP Qualified, (Advanced) Diploma in Financial Planning or part qualified preferable.
Highly investment oriented; able to confidently articulate market news, technical knowledge and practical application to add value to the advice process.
Proven ability to network and build strong personal relationships with both internal and external resources in order to achieve business goals.
Portray a highly professional image, and possess strong influencing and negotiating skills, to enable the building of productive relationships within a professional banking environment