Senior Financial Relationship Manager

2 weeks ago


London, Greater London, United Kingdom Insignis Cash Full time

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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