Senior Financial Relationship Manager
2 weeks ago
Insignis Cash is a fast-growing FinTech company seeking a skilled Account Manager to drive financial adviser partnerships and contribute to the company's growth.
This role involves acting as the primary point of contact for client concerns, developing a deep understanding of Insignis Cash's products, and building strong relationships with adviser partners.
Key responsibilities include:
- Managing a portfolio of adviser partners to achieve long-term partnerships and maximize opportunities
- Developing and implementing strategies to upsell and cross-sell Insignis Cash's products and services
- Resolving client and adviser issues to maintain trust and satisfaction
- Supporting the successful onboarding of new clients
- Utilizing internal systems to analyze sales trends and improve client relationships
Requirements include:
- Proven experience in proactively managing accounts and building successful relationships with clients
- Strong analytical and communication skills, with the ability to prioritize and make clear decisions
- Excellent organizational skills and attention to detail
- Able to work in a fast-paced environment and excel in a team setting
Benefits include competitive compensation, 25 days' holiday, pension contributions, private medical insurance, and more.
This role offers a hybrid working pattern with 3 days in the office and 2 days remote, and we are looking for someone who is keen to develop their role and career as the business evolves.
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