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For Companies At a Glance
- Tasks: Build relationships with major distributors and manage strategic partnerships.
- Company: Join eFinancialCareers, a leader in financial services recruitment.
- Benefits: Enjoy flexible working options and opportunities for professional growth.
- Why this job: Be part of a dynamic team that values collaboration and innovation.
- Qualifications: Experience in client management and a passion for the financial sector are key.
- Other info: Familiarity with AI tools is a bonus, but not essential.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
Key Responsibilities
- Build and maintain strong relationships with major distributor groups.
- Collaborate with the Business Development Manager (BDM) team to lead engagements with Strategic Partners (SPs).
- Develop tailored account business plans to enhance our Strategic Partner function.
- Work closely with Client Services and Marketing to ensure optimal support for key clients.
- Provide select SPs with up-to-date, relevant information in a timely manner.
- Collate and deliver product information and data as required by SPs.
- Manage event logistics, including presentation materials, slide decks, and attendee coordination.
- Partner with Marketing to ensure accurate and timely communications and event planning.
- Maintain ongoing communication with SPs regarding legacy and current investments.
- Foster strong relationships within the investment sector, including competitors.
Experience, Skills & Attributes
- Exceptional client relationship management and interpersonal skills.
- Proven ability to build and maintain relationships while delivering outstanding service.
- Experience in face-to-face client meetings and presenting at events.
- Self-motivated with a commitment to continuous improvement.
- Strong attention to detail.
- Knowledge of (or interest in) the tax-efficient investment space is desirable but not essential.
- Demonstrable experience in financial services relationship management.
- Track record of managing strategic/key accounts.
- Proficiency in CRM and MI systems.
- A customer-centric approach with a drive to deliver excellence.
- Team-oriented mindset with strong collaboration skills.
- Growth-focused attitude, with ambition for personal and company success.
- Event planning and marketing experience (e.g., presentation prep, speaker notes, collateral).
- Ability to identify new partnership opportunities and areas for development.
- Familiarity with AI tools is a plus but not required.
Senior Account Manager - eFinancialCareers employer: eFinancialCareers
Contact Detail:
eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Account Manager - eFinancialCareers
✨Tip Number 1
Network within the financial services sector to build connections with potential Strategic Partners. Attend industry events and engage in conversations that can lead to introductions, as personal relationships are key in this role.
✨Tip Number 2
Familiarise yourself with the latest trends in tax-efficient investments and the competitive landscape. This knowledge will not only help you in discussions but also demonstrate your commitment to understanding the market.
✨Tip Number 3
Showcase your event planning skills by volunteering to organise small networking events or webinars. This experience will highlight your ability to manage logistics and collaborate with marketing effectively.
✨Tip Number 4
Prepare to discuss your previous successes in managing strategic accounts during interviews. Use specific examples to illustrate how you've built relationships and delivered exceptional service to clients.
We think you need these skills to ace Senior Account Manager - eFinancialCareers
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client relationship management and any relevant achievements. Use specific examples that demonstrate your ability to build and maintain strong relationships, especially in the financial services sector.
Craft a Compelling Cover Letter: In your cover letter, address how your skills align with the key responsibilities of the Senior Account Manager role. Mention your experience with strategic partnerships and event planning, and express your enthusiasm for working with major distributor groups.
Showcase Relevant Experience: When detailing your work history, focus on roles where you managed strategic accounts or collaborated with marketing teams. Highlight any experience you have with CRM systems and your approach to delivering exceptional client service.
Demonstrate Continuous Improvement: Include examples of how you've sought to improve processes or outcomes in previous roles. This could be through adopting new tools, enhancing client communication, or developing tailored business plans for clients.
How to prepare for a job interview at eFinancialCareers
✨Showcase Your Relationship Management Skills
As a Senior Account Manager, your ability to build and maintain strong relationships is crucial. Prepare examples from your past experiences where you successfully managed client relationships, highlighting how you delivered outstanding service.
✨Demonstrate Your Collaborative Spirit
Collaboration with the Business Development Manager team is key in this role. Be ready to discuss how you've worked effectively in teams, particularly in engaging with strategic partners and ensuring optimal support for clients.
✨Prepare for Event Logistics Discussion
Since managing event logistics is part of the job, think about your previous experiences in event planning. Be prepared to talk about how you coordinated presentations, materials, and attendee management to ensure successful events.
✨Highlight Your Attention to Detail
Attention to detail is essential in this role. Bring examples that demonstrate your meticulousness, whether it's in preparing account business plans or collating product information for strategic partners.
