Job title: Account Manager FI
Location: London, UK
Job type: Full time / Employment
Start date: ASAP
Salary: TBD (negotiable dependent upon experience)
An excellent opportunity for an enthusiastic and hardworking Account Manager to join the UK Financial Intermediary (FI) business unit within a growing international financial services firm. The role will require the candidate to possess a positive attitude and good communication skills to help support our Relationship Managers servicing their UK FI clients. These FIs are a mix of Financial Advisers, Discretionary Fund Managers, Investment Managers and Family Offices.
Skills & Requirements:
- Hard working;
- Ability to work independently and as part of a team;
- Impeccable attention to detail;
- Excellent time management skills;
- Strong communication skills;
- Capability to prioritize tasks in order to meet deadlines;
- Proficiency in the Office365 suite,
- 3-5 years’ experience working in financial services required with ideally experience in Client Services or Account Management roles;
- Prior knowledge of (or experience working in) Platforms is preferred but not required; and
- Relevant Industry qualifications are also preferred but not required
The Role:
- Serve as the lead point of contact for all account management matters;
- Build and maintain strong, long-lasting client relationships;
- Ensure the timely and successful delivery of our solutions according to client needs and objectives;
- Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders;
- Develop new business with existing clients and/or identify areas of improvement to meet sales quotas;
- Prepare reports on accounts status;
- Collaborate with sales team to identify and grow opportunities with territory;
- Assist with challenging client requests or issue escalations as needed; and
- Such other activities that are commensurate with the employee’s status as the employee’s line manager or the Board of the Company may reasonably require.
Application process:
Please complete the multiple-choice questionnaire and upload your CV.
This advert will remain open until the vacancy has been filled, we encourage you to apply early to avoid disappointment. Shortlisted candidates may be invited to answer few questions via video recording before the final interview stage.
Please Note:
The existing working arrangements allow employees to work from home up to 2 days per week, in principle the employee needs to be ready for a fulltime return to office, if required.
Candidates must be based and eligible to work in the UK by the start of their employment.
About Credo & the Anchor Group
Credo is an independent wealth management business that has been in existence since 1998 with offices in the United Kingdom and South Africa. Credo provides clients with personal service in relation to their offshore wealth, focusses on long-term success and builds relationships based on trust. Credo is proud of its independence and ability to create successful partnerships by doing business in a way that best suits its clients.
Anchor is an entrepreneurial wealth and asset management firm that emphasizes adaptability in a changing market. They provide a broad range of investment solutions to individuals and institutions. Their offerings include wealth management, investment management, and bespoke solutions tailored to individual client needs. Anchor recently announced a merger with Credo, which will create a combined entity enhancing their global investment capabilities.
Account Manager FI in London employer: CREDO
Credo is an excellent employer that fosters a dynamic work culture in the heart of London, offering employees the chance to thrive in a rapidly growing financial services firm. With a strong emphasis on professional development and the opportunity to work from home up to two days a week, employees can enjoy a balanced work-life environment while contributing to meaningful projects in trade support. The company values independence and adaptability, ensuring that team members are well-equipped to succeed in their roles and grow within the organisation.
