At a Glance
- Tasks: Manage and grow strategic client accounts while driving revenue and relationship development.
- Company: Join Silverline Capital Group, a leading international financial services firm.
- Benefits: Competitive salary, performance incentives, hybrid work model, and career progression opportunities.
- Other info: Dynamic role with international exposure and potential for growth.
- Why this job: Work with high-value clients and make an impact in the financial sector.
- Qualifications: Fluent in English and Portuguese, with strong relationship management skills.
The predicted salary is between 36000 - 60000 £ per year.
Silverline Capital Group is an international financial services firm serving private clients, UHNW individuals, family offices, and professional intermediaries across multiple jurisdictions. We operate with a Swiss-luxury mindset: discretion, precision, regulatory discipline, and long-term relationship building. Our culture combines institutional standards with entrepreneurial execution, supporting sophisticated international clients through tailored financial solutions.
As we expand our commercial footprint—particularly across Latin America—we are strengthening our team with experienced, commercially minded professionals.
The Account Manager – Strategic Clients is a hybrid sales and relationship management role with commercial responsibility for account growth and monetisation across a portfolio of high-value international clients and intermediaries. The role focuses primarily on Latin America, while also supporting clients from other global regions. You will manage existing strategic accounts, expand client relationships, and actively contribute to revenue generation in close coordination with senior sales leadership. This position reports directly to senior management and works closely with internal compliance, operations, and onboarding teams.
Key Responsibilities- Account Management & Revenue Ownership
- Manage and develop a portfolio of large and strategic client accounts
- Own commercial performance and revenue growth across assigned relationships
- Identify upselling and cross-selling opportunities within existing clients
- Maintain high client engagement through structured communication and follow-ups
- Drive long-term retention and account expansion
- Sales & Business Development Execution
- Support and execute business development initiatives with a focus on LATAM
- Engage with clients and prospects via calls, meetings, and digital channels
- Convert qualified opportunities into active, revenue-generating accounts
- Support structuring and presentation of Silverline’s financial solutions
- Joint ownership of sales targets alongside senior management
- Client Interaction & Representation
- Attend meetings in London and represent the firm in client and partner meetings
- Participate in international travel as required
- Represent Silverline Capital Group with professionalism, discretion, and authority
- Operational, Compliance & Governance
- Coordinate client onboarding, KYC and documentation processes
- Liaise with compliance and operations to ensure regulatory adherence
- Maintain accurate and timely CRM and client records
- Ensure strict confidentiality and ethical handling of sensitive client information
- Performance Measurement (KPIs)
- Performance in this role will be assessed against clearly defined commercial, relationship, and operational KPIs, including but not limited to:
- Revenue & Growth
- Assets introduced / capital raised
- Net revenue generated per account
- Account growth and monetisation rate
- Average deal size and revenue per active account
- Account Retention & Expansion
- Client retention rate
- Upsell and cross-sell penetration
- Reactivation of dormant accounts
- Number and performance of active strategic accounts
- Pipeline & Sales Execution
- Conversion rate (qualified opportunity to active client)
- Opportunity win rate
- Pipeline value and coverage vs targets
- Sales cycle efficiency
- Client Experience & Quality
- Client responsiveness and engagement levels
- Client satisfaction and feedback
- Escalation and issue resolution efficiency
- Operational & Compliance Discipline
- KYC and onboarding completion times
- Accuracy of documentation
- CRM data quality and reporting discipline
- Essential
- Fluent English and Portuguese (written and spoken)
- Strong commercial mindset with proven relationship management capability
- Experience handling large or strategic client accounts
- High level of professionalism, discretion, and ethical conduct
- Organised, reliable, and comfortable operating with senior international clients
- Strong Advantage
- Fluent or professional Spanish
- Background in financial services, private banking, wealth management, or investment sales
- Experience working with LATAM clients or intermediaries
- Willingness and flexibility to travel
- Languages
- English — Fluent (mandatory)
- Portuguese — Fluent (mandatory)
- Spanish — Strongly preferred
- Additional languages — Highly valued
- Competitive fixed compensation
- Performance-based incentives aligned with revenue and account growth
- Hybrid working model based in Swindon
- Exposure to international clients and complex financial transactions
- Clear long-term progression within Silverline Capital Group
This role provides direct exposure to senior decision-makers, international markets, and high-value financial relationships, making it an excellent platform for long-term career progression within Silverline Capital Group.
Account Manager in Ipswich employer: Silverline Capital Group
Silverline Capital Group is an exceptional employer that offers a dynamic hybrid working environment in the UK, combining the best of both office and remote work. With a strong focus on employee growth, you will have the opportunity to engage with high-value international clients and develop your career through direct exposure to senior management and complex financial transactions. Our culture promotes professionalism, discretion, and long-term relationship building, making it a rewarding place for those looking to thrive in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Account Manager in Ipswich
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and meetups to connect with potential employers and other professionals. Don’t be shy—introduce yourself and share your passion for account management!
✨Tip Number 2
Leverage LinkedIn to showcase your skills and experience. Update your profile, engage with relevant content, and reach out to connections in the financial services sector. Remember, we’re all about building relationships!
✨Tip Number 3
Prepare for interviews by researching the company and its clients. Understand their needs and think about how you can contribute to their success. We want you to shine and show them why you’re the perfect fit for the role!
✨Tip Number 4
Apply through our website for the best chance of landing that dream job! Tailor your application to highlight your experience with strategic accounts and your commercial mindset. Let’s get you on board with Silverline Capital Group!
We think you need these skills to ace Account Manager in Ipswich
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Account Manager role. Highlight your experience with strategic clients and any relevant financial services background. We want to see how you can bring value to our team!
Showcase Your Language Skills:Since fluency in English and Portuguese is a must, don’t forget to emphasise your language skills in your application. If you have any experience using these languages in a professional setting, let us know!
Demonstrate Your Commercial Mindset:We’re looking for someone with a strong commercial mindset. Use your application to share examples of how you've successfully managed client accounts and driven revenue growth in the past. Numbers speak volumes!
Apply Through Our Website:To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Silverline Capital Group
✨Know Your Clients
Before the interview, research Silverline Capital Group and its client base, especially in Latin America. Understand their services and how they cater to high-net-worth individuals. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Language Skills
Since fluency in English and Portuguese is mandatory, be prepared to demonstrate your language skills during the interview. You might be asked to switch between languages or discuss scenarios where you've used them in a professional context. If you speak Spanish, mention that too!
✨Highlight Relationship Management Experience
Prepare specific examples from your past roles where you've successfully managed large or strategic accounts. Focus on how you built relationships, identified upselling opportunities, and contributed to revenue growth. Use metrics to quantify your success whenever possible.
✨Understand Compliance and Operational Processes
Familiarise yourself with KYC and compliance processes relevant to financial services. Be ready to discuss how you ensure regulatory adherence and maintain client confidentiality. This shows that you understand the importance of these aspects in managing client accounts.
