Account Manager
Location: Northampton
Office: Hybrid (3 days a week)
Salary: £31,000 per year + sales bonus scheme (every 6 months)
Purpose of the Role
As an Account Manager at our client, you will be responsible for establishing and nurturing profitable relationships with both corporate and individual clients. You will act as a bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.
Responsibilities
* Service all client portfolios while driving new growth opportunities and retaining existing clients.
* Maintain regular contact with clients via phone calls and in-person visits.
* Manage client relationships to understand their financial goals, challenges, and risk tolerance. Analyze data from various sources (investment portfolio, cash flow, etc.) to identify trends, insights, and areas for improvement. Propose additional services to meet client needs.
* Research and understand client industry trends, regulatory landscapes, and competitive environments to inform strategic recommendations.
* Design customized solutions to address specific client needs and objectives, utilizing a range of products and services from the bank's portfolio.
* Communicate the value proposition of proposed solutions, justify recommendations, and negotiate mutually beneficial terms.
* Provide guidance to clients on financial decisions, offering expert investment advice, risk management and wealth management strategies, and updates on market trends.
* Assess financial, legal, and operational risks associated with client relationships and implement measures to minimize potential losses.
* Document all client interactions, transactions, and agreements to ensure transparency and auditability. Communicate findings effectively to support product development, service offerings, and overall bank strategy.
* Monitor client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.
Pareto is committed to promoting equality, diversity and inclusion. We encourage and welcome applications from all, irrespective of background or circumstance. Our consultants are happy to discuss any adjustments you require in support of your application.