Account Executive — Inherited Client Portfolio, Field-Ready
Account Executive — Inherited Client Portfolio, Field-Ready

Account Executive — Inherited Client Portfolio, Field-Ready

Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage and grow a significant client portfolio while building strong relationships.
  • Company: Specialist brokerage with a focus on career progression and teamwork.
  • Benefits: Structured succession plan and mentorship from a renowned Client Director.
  • Why this job: Join a dynamic team and make a real impact on client success.
  • Qualifications: Confident individuals with a passion for client relationship management.
  • Other info: Great opportunity for genuine career growth in a supportive environment.

The predicted salary is between 28800 - 43200 £ per year.

A specialist brokerage is seeking a dedicated professional to inherit and grow a significant client portfolio through a structured succession plan. This role offers the chance to work closely with a renowned Client Director, becoming a trusted presence within the team. Ideal candidates are confident individuals looking for genuine career progression with a focus on maintaining long-term client relationships.

Account Executive — Inherited Client Portfolio, Field-Ready employer: IDEX Consulting

Join a leading specialist brokerage that values your growth and success as an Account Executive. With a strong emphasis on nurturing long-term client relationships, you will benefit from a supportive work culture and structured career progression opportunities. Located in a dynamic environment, this role allows you to collaborate closely with experienced professionals, ensuring you have the resources and mentorship needed to thrive in your career.
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Contact Detail:

IDEX Consulting Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Account Executive — Inherited Client Portfolio, Field-Ready

Tip Number 1

Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at a brokerage.

Tip Number 2

Prepare for those interviews! Research the company and its culture, and think about how your skills can help grow that client portfolio. Be ready to share examples of how you've built long-term relationships in the past.

Tip Number 3

Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and demonstrates your professionalism.

Tip Number 4

Don't forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly shows your commitment to joining our team. Plus, it’s super easy!

We think you need these skills to ace Account Executive — Inherited Client Portfolio, Field-Ready

Client Relationship Management
Sales Skills
Communication Skills
Confidence
Career Progression Focus
Team Collaboration
Portfolio Management
Succession Planning

Some tips for your application 🫡

Show Your Passion: When writing your application, let your enthusiasm for the role shine through. We want to see how excited you are about inheriting and growing a client portfolio. Share why this opportunity speaks to you and how it aligns with your career goals.

Tailor Your CV: Make sure your CV is tailored to highlight your experience in client relationship management. We’re looking for candidates who can demonstrate their ability to maintain long-term relationships, so include specific examples that showcase your skills.

Craft a Compelling Cover Letter: Your cover letter is your chance to tell us your story. Use it to explain why you’re the perfect fit for this role and how you plan to work closely with our Client Director. Keep it concise but impactful, and don’t forget to express your eagerness to join our team!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re proactive and keen to be part of StudySmarter!

How to prepare for a job interview at IDEX Consulting

Know Your Client Portfolio

Before the interview, take some time to research the types of clients you’ll be inheriting. Understand their needs and how you can add value to their relationships. This shows that you're proactive and ready to hit the ground running.

Showcase Your Relationship-Building Skills

Be prepared to discuss your experience in maintaining long-term client relationships. Share specific examples of how you've successfully managed client expectations and built trust over time. This will demonstrate your suitability for the role.

Understand the Succession Plan

Familiarise yourself with what a structured succession plan entails. Be ready to discuss how you would approach transitioning into this role and what strategies you would implement to ensure a smooth handover and continued client satisfaction.

Ask Insightful Questions

Prepare thoughtful questions about the company’s culture, the team dynamics, and the expectations for the Account Executive role. This not only shows your interest but also helps you gauge if the company is the right fit for you.

Account Executive — Inherited Client Portfolio, Field-Ready
IDEX Consulting

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