Account Manager

Overview

In this role you drive growth by managing and expanding a portfolio of financial services clients. You will build lasting relationships, identify new business opportunities, and deliver excellent service in a collaborative, sales-driven environment. You’ll work with internal teams to onboard clients and tailor solutions, while monitoring market activity to uncover growth avenues. This position offers professional development within a growing financial services business.

Pay / Benefits

• competitive salary
• performance-related incentives
• professional development
• career progression opportunities
• supportive and collaborative team environment
• opportunity to join a growing business

Responsibilities

• Identify and develop new business opportunities through research, networking, and proactive outreach
• Maintain a healthy pipeline of prospective clients
• Nurture long-term relationships with existing clients and tailor solutions to their needs
• Present financial products and services professionally and effectively
• Coordinate with internal teams to ensure smooth onboarding and service experience
• Monitor market trends and competitor activity to spot growth opportunities
• Prepare sales reports, forecasts, and updates for management
• Achieve and exceed sales targets and performance objectives

Key requirements

• Previous experience in Account Management, Sales, or Business Development in finance
• Strong understanding of financial products and services
• Excellent communication and relationship-building skills
• Results-driven with a proactive and professional approach
• Strong organisational and time management abilities
• Proficient in Microsoft Office and CRM systems
• Positive team player with a strong work ethic and commitment to customer service

• communication
• relationship-building
• proactive approach
• team player
• Microsoft Office
• CRM systems

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