Account Manager (Investments) (BBBH10543) Edinburgh, Scotland
We are delighted to be partnering with a leading and growing investments firm as they look to bring in an Account Manager to support their continued growth. With a lot of talent in the business already, you’ll be joining at an exciting time and act as the face of the business for both current and new clients.
This is a fantastic opportunity for someone coming with solid account/relationship management experience gained within an investments setting.
Based from their lovely Edinburgh city centre office (with some flexibility on working set up here), you’ll be working with clients across Scotland.
We're Looking For...
* Extensive sales/relationship management experience with a knowledge of the investment sector
* Energy, drive and a passion for building long-lasting relationships as part of an early-stage firm
* Proven track record of exceeding KPIs with positive client feedback
* Experience using Salesforce
You will be...
* Taking ownership of the onboarding process with new clients, ensuring they receive the best service
* Managing client requests
* Keeping on top of accounts to ensure they are receiving services that meet their needs
* Work closely with stakeholders across the business
* Generating progress reports on client activity
* Travelling across Scotland to meet clients
* Identifying opportunities via upsell, cross-sell, renewals
The Good Stuff...
* Excellent base salary on offer + bonus potential
* Equity options within the business
* Life insurance and critical illness cover
* Electric vehicle salary sacrifice scheme
* Opportunity to be part of an early-stage firm – you’ll play a big part in continued and future success of the firm and be rewarded for it
Does this sound like you? Then we want to hear from you. Please get in touch with Scott @ Denholm today.
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