Ref: SC07LJD50
Posted: Dec 05
Relationship Manager - Financial Services
  • Location: Reading  | 
  • Salary: £35K to £40K  | 
  • Permanent

  • Ref: SC07LJD50
  • Posted: Dec 05
07921 848778

Relationship Manager - Financial Services


To £40,000 plus bonus and benefits

Our client is looking for a Relationship Manager to undergo initial training in order to develop into day to day sales account management of specific intermediaries within a specified geographical territory in order to develop and maximise new business from their IFA clients.

The successful candidate will:

  • Manage the relationship of a set number of intermediary accounts within a specified territory to achieve agreed volume and quality targets

  • Promote products and services to existing brokers in order to win new / incremental business in support of broker volume targets

  • To maximise business retention from time to time in line with agreed business strategy and to ensure franchise sustainability

  • To ensure core account development works in line with individual and wider team responsibilities

  • To promote investment, deposit and other financial products / services that our client may choose to distribute

  • Where required, deliver required service to any key firm in the absence of account relationship manager

You will have a proven track record of sales and relationship management from within a Financial Services background.

07921 848778
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