Client Relationship Manager Liverpool

Courtney Recruitment & Consultancy
Liverpool, Merseyside
20 Jul 2017
19 Aug 2017
Contract Type
Full Time
* experience of hosting events to engage new potential clients
* at least 5 years' experience within sales, marketing or business development
* experienced in face to face sales within high net worth individuals

Client Relationship Manager

Screen Questions
- Are you experienced in face to face sales within high net worth individuals?
- Do you have any experience/understanding of financial products such as investments, pensions?
- Do you have at least 5 years' experience within sales, marketing or business development?
- Do you have experience of hosting events to engage new potential clients?

Our client, a highly professional & well-established wealth management company is seeking an experienced Client Relationship Manager, to provide support to a range of financial advisors by engaging potential clients on their behalf. This is an opportunity to join a successful and growing reputable business and establish a strong career path, significantly contributing to the success of the organisation.

The role
Working as a Client Relationship Manager, you will work in support of Financial Advisor/s, focusing on ways to build new client relationships as well as developing existing client relationships.
You will market the services and products offered by our client on a face to face basis, or via telephone, holding detailed warm conversations with good contacts, and host/facilitate occasional bespoke events for a select few potential prime customers to be invited along to.
Within this activity, you will identify and manage potential leads, creating referrals to the Financial Advisor/s.
As well as outlined above, the Client Relationship Manager will undertake the following:
- Seek to understand the product range, solutions and offerings (considering FCA regulations on level of detail permitted to discuss)
- Manage local marketing campaigns, outreach and ways to reach potential clients.
- Cultivate new relationships and drive engagement.
- Engage potential & existing clients' interest.
- Own day to day relationships with key clients, arrange and/or attend new and existing relationship review meetings to ensure continued excellent relationships are maintained
- Arrange face to face meetings/presentations with qualified new leads, managing diary commitments where necessary - must be able to travel.
- Give presentations and briefings to customers as needed, individually or at events.
- Develop new profitable clients each month by identifying, qualifying and following up leads, working alongside the team to deliver against sales target

Experience required
- Have previous experienced in client relationship development or accounts management ideally in the financial sector.
- At least 5 years' experience within sales, marketing or business development.
- Experience within an Event Planning/Client Development environment is highly desirable
- Consultative sales experience
- Experience of business to business sales
- Proven track record of working towards and exceeding sales targets and are able to close business efficiently and effectively.
- Excellent listening skills
The person
The role is perfect for someone who enjoys building relationships and socialising face to face with clients, someone with the drive and tenacity to succeed in raising the profile of our clients wealth management business
The successful candidate will have the following:
- An energetic and proactive individual with a hard-working attitude.
- At least 5 years' experience within sales, marketing or business development.
- Comfortable dealing with large corporates and high net worth individuals.
- Confident and outgoing personality with strong presentation skills.
- Excellent organisational and time management skills are essential
- Proficient in the use of Microsoft Office applications
- The ability to develop existing client relationships and also win new business.

* Efficient and effective planning and problem solving
* You will be calm under pressure, communicate clearly and enjoy working in a team
* You will also possess exceptional administration and numeracy skills

The Company
Our client is a well-established, successful wealth management business, established over 20 years ago and has numerous regional offices around the UK, and globally.
Our client specialises in delivering face to face wealth management advice to individuals and businesses, and deal with insurance, mortgages etc., helping clients resolve complex matters such as investments for growth, tax, inheritance and retirement planning.
The Salary
£30,000 - £50,000 basic salary depending on experience.
Potential OTE estimated £50,000 - £60,000

Courtney Recruitment recruit for all levels within the office environment from front of house through to senior management, across a wide range of sectors.

You can apply for our jobs with confidence, we are experienced recruiters, a regulated employment agency, registered with the Institute of Recruiters and the Data Protection Controller.

As we often receive a large number of applications for our vacancies, it is, at times, not always possible to reply to each and every applicant. If you have not been contacted within five working days of your application, please assume that you have not been successful on this occasion.