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- Tasks: Build strong relationships with adviser firms in Wealth Management across the West Midlands and beyond.
- Company: Dynamic financial services company focused on growth and innovation.
- Benefits: Competitive salary, bonus scheme, and personal development opportunities.
- Why this job: Join a thriving team and make a real impact in the financial sector.
- Qualifications: Face-to-face sales experience and a diploma in Financial Planning required.
- Other info: Exciting career progression in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A financial services company is looking for a Regional Account Manager to foster strong relationships with adviser firms within the Wealth Management function. This role covers the West Midlands, Gloucestershire, and Mid/South Wales.
The ideal candidate should have face-to-face sales experience, a diploma in Financial Planning, and a strong understanding of UK taxation.
Attractive benefits include a competitive salary, bonus scheme, and opportunities for personal and professional development.
Regional Wealth Account Manager — Adviser Partnerships employer: Conceptionx
Contact Detail:
Conceptionx Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Regional Wealth Account Manager — Adviser Partnerships
✨Tip Number 1
Network like a pro! Attend industry events and connect with professionals in the wealth management sector. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for face-to-face meetings by researching the adviser firms you’ll be working with. Knowing their needs and challenges will help us tailor our pitch and show them how we can add value.
✨Tip Number 3
Practice your sales pitch! Role-playing with a friend or mentor can help us refine our approach and boost our confidence when meeting potential clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed, and we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Regional Wealth Account Manager — Adviser Partnerships
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your face-to-face sales experience and any relevant qualifications, like your diploma in Financial Planning. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how your understanding of UK taxation can benefit our adviser partnerships. Keep it engaging and personal – we love a good story!
Showcase Your Relationship-Building Skills: In this role, building strong relationships is key. Use your application to demonstrate how you've successfully fostered connections in previous roles. We’re looking for examples that show your ability to engage and maintain relationships with adviser firms.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Conceptionx
✨Know Your Numbers
Brush up on your knowledge of UK taxation and financial planning. Be prepared to discuss how these elements impact adviser partnerships and wealth management. Showing that you understand the financial landscape will impress your interviewers.
✨Showcase Your Sales Skills
Since face-to-face sales experience is crucial for this role, come ready with specific examples of successful sales strategies you've implemented. Highlight how you've built relationships with clients and advisers in the past, as this will demonstrate your ability to foster strong partnerships.
✨Research the Region
Familiarise yourself with the West Midlands, Gloucestershire, and Mid/South Wales markets. Understanding local trends and challenges will help you tailor your approach and show that you're genuinely interested in the role and the region.
✨Prepare Questions
Think of insightful questions to ask about the company's culture, growth opportunities, and their approach to adviser partnerships. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
