Executive Assistant at AAG Wealth Management
Corporate Client Relationship Manager: Financial Education and Strategic Partnerships
This role is ideal for a Share Plans Relationship Manager.
Location: London (Hybrid)
Salary: Competitive salary and bonus
Hours: Full time
Established in 1995, we are a fast-paced company that prides itself on our culture and we’re looking for a Corporate Client Relationship Manager to join us. We are a sociable bunch who all share a love for learning and teaching and are always willing to help each other. We like to acknowledge hard work and commitment and celebrate our successes.
In the last 3 years, our company has doubled in size and this trend looks to continue. Alongside our comprehensive Wealth Management business is our award-winning Financial Education business which provides Financial Wellbeing programmes to our corporate clients and their employees. As our team continues to develop and grow, we are searching for an additional Corporate Client Relationship Manager with experience in dealing with people in HR, Reward or Employee Benefits. You will work within our Financial Education and Strategic Partnerships Team.
The role will be a hybrid (in-office / home working) based role working from our offices in London.
Responsibilities & Duties: Corporate Client Relationship Manager
The position will require a hardworking and enthusiastic candidate to deliver innovative solutions to unlock exciting opportunities within our existing corporate clients and strategic partners. Supporting the Head of Business Development, the successful candidate will have a strategic & sales focus to ensure delivery of KPIs. A professional appearance and can-do attitude is key.
Your role will include but is not exclusive to:
* Build & maintain relationships with our HR and Reward key contacts & strategic partners
* Create solutions for clients & partnerships to unlock opportunities
* Host regular progress meetings with corporate clients
* Deliver a cohesive & engaging Financial Education programme
* Work collaboratively with internal teams to develop AAG’s partnership offering
* Host effective partner/client events either virtually or in person
* Deliver meaningful engagement reports on the partnership for AAG & client
Qualifications & Skills: Corporate Client Relationship Manager
This is an interesting and varied role that would suit a confident, motivated and highly organised individual who enjoys using their initiative and who has a ‘can do’ working style.
You must have previous, similar experience and must be strong in the following areas:
* Minimum 3+ years experience in a corporate relationship role (essential)
* Experience in working alongside people in HR, Reward, Share Plans, Pensions or Employee Benefits is a plus
* High level of attention to detail & excellent organisation skills
* High standard of written & verbal communication skills
* Highly IT literate, including MS Outlook, Excel, PowerPoint and Word skills
* Keeps calm when faced with conflicting demands and handles these effectively
* Strong interpersonal skills, demonstrating a professional, proactive and positive attitude
* Thrives in a changing environment with the ability to work autonomously as well as working on shared goals as part of a team
* Manages time effectively with the ability to multi-task
Employee benefits
* Employee Assistance Programme delivered via Pirkx
* Access to private GP appointments & referrals
* Savings & discounts
* Discounted gym membership
* Financial Wellbeing programme
* 21 days holiday + yearly holiday accrual
* Afternoon off on last Friday of every month – ‘Family Friday’
* Free, daily breakfast in office
* Quarterly team lunch
* Quarterly company social / teambuilding days
Please note we will conduct a standard Financial and Identity check on any candidates who are offered a role within our business.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Management
#J-18808-Ljbffr