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- Tasks: Build and maintain strong client relationships while driving sales and coordinating with internal teams.
- Company: Treliant is a global consulting firm focused on financial services, compliance, and risk management.
- Benefits: Enjoy career development, competitive salary, flexible healthcare, and a diverse, inclusive workplace.
- Why this job: Join a dynamic team, work with top clients, and grow your skills in a collaborative culture.
- Qualifications: Bachelor's degree and 10+ years in risk and compliance advisory; strong communication and relationship-building skills required.
- Other info: Remote work experience is essential; applicants must have the right to work in the UK.
The predicted salary is between 43200 - 72000 £ per year.
To be successful as a Client Relationship Executive, you should be able to develop a relationship heatmap for each assigned account, utilize the heatmap to rapidly develop meaningful relationships where they do not exist or are not strong enough, listen carefully to determine the client needs in areas where Treliant offers services and solutions, involve the business unit SMEs in pursuing the identified opportunities in an efficient and timely manner, collaborate effectively with the business units on RFPs, proposals and client sales meetings, and help to drive sales to a close.
Responsibilities:
- Developing and maintaining a relationship heatmap for all assigned accounts
- Developing and sustaining solid professional relationships with all assigned accounts
- Developing a thorough understanding of each account’s needs and requirements and use that information to identify opportunities for the business units
- Acting as the main point of coordination between assigned accounts and internal teams
- Compiling reports on progress against building relationships, how that is translating into an end-to-end sales pipeline
Qualifications:
- Bachelor's degree in business administration, finance, sales, or related field
- 10+ years of proven experience working in the risk, compliance and financial crimes advisory industry with proven, recent experience in an account management role focused on the accounts to be assigned
- The ability to build rapport with senior stakeholders at accounts, especially within a remote working environment
- The ability to handle multiple accounts simultaneously
- Strong negotiation and leadership skills
- Exceptional listening and communication skills
- Strong interpersonal skills, with good relationship building and engagement skills
- Proficient in all Microsoft Office applications as well as CRM software (Dynamics a plus)
Benefits:
- Career Development - We put an emphasis on personal and professional growth by providing all the training you’ll need to become a highly skilled Treliant consultant.
- Clients – As a Treliant consultant, you will be working with some of the top clients in the financial services marketplace such as top tier Investment Banks.
- Rewards – Treliant offers our permanent staff an excellent total rewards package, including competitive base salary, incentive schemes, flexible healthcare coverage and our company pension scheme.
- Core Values – Whether you are a Client or an employee, Treliant wants the best for you. All our relationships are based on our Core Values: Deliver Excellence, Constantly Innovate, Treasure Diversity, Be Nimble, Listen First, and Develop our People.
Right to Work: Treliant is not in the position to provide sponsorship for this current position and so applicants must be able to work in the United Kingdom without requiring sponsorship.
Treliant LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, colour, national origin, sex, sexual orientation, genetic information, religion, age, disability, or military status in employment or provision of services.
Contact Detail:
Treliant Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Executive - Treliant
✨Tip Number 1
Familiarise yourself with Treliant's services and solutions. Understanding their offerings will help you identify how you can meet client needs effectively, which is crucial for a Client Executive role.
✨Tip Number 2
Network with professionals in the risk, compliance, and financial crimes advisory industry. Building connections can provide insights into the company culture and expectations, making you a more attractive candidate.
✨Tip Number 3
Prepare to discuss your experience in managing multiple accounts and building relationships with senior stakeholders. Highlighting specific examples will demonstrate your capability to excel in this role.
✨Tip Number 4
Showcase your negotiation and leadership skills during interviews. Be ready to share instances where you've successfully led teams or negotiated deals, as these are key competencies for a Client Executive.
We think you need these skills to ace Client Executive - Treliant
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Client Executive at Treliant. Highlight your experience in account management and relationship building in your application.
Tailor Your CV: Customise your CV to reflect the qualifications and skills mentioned in the job description. Emphasise your 10+ years of experience in risk, compliance, and financial crimes advisory, as well as your ability to build rapport with senior stakeholders.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of Treliant's values and how your background aligns with their mission. Mention specific examples of how you've successfully developed relationships and driven sales in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for a Client Executive role.
How to prepare for a job interview at Treliant
✨Understand the Relationship Heatmap
Before your interview, make sure you understand what a relationship heatmap is and how it applies to client management. Be prepared to discuss how you would develop and utilise one for assigned accounts, showcasing your strategic thinking.
✨Demonstrate Listening Skills
Treliant values exceptional listening skills. During the interview, practice active listening by summarising what the interviewer says and asking clarifying questions. This will show that you can effectively identify client needs.
✨Showcase Your Experience
With 10+ years of experience required, be ready to share specific examples from your past roles that highlight your account management skills, particularly in risk, compliance, and financial crimes advisory. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Prepare for Collaboration Questions
Since collaboration with business units is key, think of examples where you've successfully worked with cross-functional teams. Be ready to discuss how you coordinated efforts on proposals or RFPs, and how you drove sales to closure.
