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- Tasks: Lead account management and build strong client relationships in wealth management.
- Company: Join a growing international financial services firm with a focus on UK Financial Intermediaries.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
- Why this job: Be part of a supportive team, make an impact, and develop your career in finance.
- Qualifications: 2+ years in account management; financial services experience preferred; strong communication skills required.
- Other info: Ideal for those looking to grow in a fast-paced, client-focused role.
The predicted salary is between 43200 - 72000 £ per year.
Account Manager – Wealth Management
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 their Relationship Managers servicing their UK FI clients. These FIs are a mix of Financial Advisers, Discretionary Fund Managers, Investment Managers and Family Offices.
Main responsibilities will include;
- 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
- 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
To be considered for this position, ideal candidates must have the following experience and skills;
- At least 2 years’ experience working in similar Account Management, Client Services role within financial services
- Prior knowledge of (or experience working in) Platforms is preferred
- Relevant Industry qualifications (IMC or CISI) are also preferred
- 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
Due to the high volume of CVs that we receive, only successful candidates will be contacted. Thank you for your time and patience.
Account Manager - Wealth Management employer: IPOE Consulting
Contact Detail:
IPOE Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Manager - Wealth Management
✨Tip Number 1
Familiarize yourself with the financial services landscape, especially focusing on UK Financial Intermediaries. Understanding the specific needs and challenges faced by Financial Advisers, Discretionary Fund Managers, and Family Offices will help you stand out during discussions.
✨Tip Number 2
Network with professionals in the industry, particularly those who work in account management or client services. Attend relevant events or webinars to connect with potential colleagues and learn more about the role and its expectations.
✨Tip Number 3
Brush up on your communication skills, as they are crucial for this role. Practice articulating complex financial concepts clearly and concisely, which will be beneficial when interacting with clients and stakeholders.
✨Tip Number 4
Demonstrate your ability to manage multiple tasks effectively. Prepare examples from your past experience where you successfully prioritized tasks and met deadlines, as this will show your capability to handle the demands of the Account Manager position.
We think you need these skills to ace Account Manager - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in account management and client services within the financial services sector. Emphasize any specific achievements or projects that demonstrate your ability to build strong client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your understanding of the financial intermediary business and how your skills align with the responsibilities outlined in the job description.
Highlight Relevant Qualifications: If you have industry qualifications like IMC or CISI, make sure to mention them prominently in your application. This will show that you are serious about your professional development and knowledgeable about the industry.
Showcase Communication Skills: Since strong communication skills are essential for this role, consider including examples in your application that demonstrate your ability to communicate effectively with clients and stakeholders. This could be through previous roles or specific projects.
How to prepare for a job interview at IPOE Consulting
✨Show Your Enthusiasm
Make sure to express your enthusiasm for the role and the company. Highlight your passion for account management and how it aligns with the company's mission in the financial services sector.
✨Demonstrate Communication Skills
Prepare to showcase your excellent communication skills. You might be asked to explain complex concepts simply, so practice articulating your thoughts clearly and confidently.
✨Highlight Relevant Experience
Be ready to discuss your previous experience in account management or client services. Use specific examples that demonstrate your ability to build strong client relationships and deliver solutions effectively.
✨Prepare for Scenario Questions
Anticipate scenario-based questions where you may need to resolve client issues or manage challenging requests. Think of past experiences where you successfully navigated similar situations and be prepared to share those stories.
