Client Executive - Treliant

To be successful as a Client Relationship Executive, you should be able to develop a relationship heatmap for each assigned account, utilize the heatmap to rapidly develop meaningful relationships where they do not exist or are not strong enough, listen carefully to determine the client needs in areas where Treliant offers services and solutions, involve the business unit SMEs in pursuing the identified opportunities in an efficient and timely manner, collaborate effectively with the business units on RFPs, proposals and client sales meetings, and help to drive sales to a close.

Responsibilities:

• Developing and maintaining a relationship heatmap for all assigned accounts
• Developing and sustaining solid professional relationships with all assigned accounts
• Developing a thorough understanding of each account’s needs and requirements and use that information to identify opportunities for the business units
• Acting as the main point of coordination between assigned accounts and internal teams
• Compiling reports on progress against building relationships, how that is translating into an end-to-end sales pipeline

Qualifications:

• Bachelor's degree in business administration, finance, sales, or related field
• 10+ years of proven experience working in the risk, compliance and financial crimes advisory industry with proven, recent experience in an account management role focused on the accounts to be assigned
• The ability to build rapport with senior stakeholders at accounts, especially within a remote working environment
• The ability to handle multiple accounts simultaneously
• Strong negotiation and leadership skills
• Exceptional listening and communication skills
• Strong interpersonal skills, with good relationship building and engagement skills
• Proficient in all Microsoft Office applications as well as CRM software (Dynamics a plus)

Benefits:

• Career Development - We put an emphasis on personal and professional growth by providing all the training you’ll need to become a highly skilled Treliant consultant. Programs cover Finance, Regulatory, Technology, and Operational aspects of investment banking.
• Clients – As a Treliant consultant, you will be working with some of the top clients in the financial services marketplace such as top tier Investment Banks.
• Rewards – Treliant offers our permanent staff an excellent total rewards package, including competitive base salary, incentive schemes, flexible healthcare coverage and our company pension scheme.
• Core Values – Whether you are a Client or an employee, Treliant wants the best for you. All our relationships are based on our Core Values: Deliver Excellence, Constantly Innovate, Treasure Diversity, Be Nimble, Listen First, and Develop our People.

Right to Work: Treliant is not in the position to provide sponsorship for this current position and so applicants must be able to work in the United Kingdom without requiring sponsorship.

Please note, Treliant receives a high volume of applications for all roles. While we will endeavour to respond to all applicants, this is not always possible. Should you not receive a response to your application within 2 weeks, it is likely that you have been unsuccessful on this occasion. However, we would like to retain your details on our systems and may contact you should another potentially suitable vacancy arise.

Treliant LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, colour, national origin, sex, sexual orientation, genetic information, religion, age, disability, or military status in employment or provision of services.