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|Sectors||Wealth & Asset Management
Pensions & Employee Benefits
Corporate Relationship Manager (Home based)
The Corporate Relationship Managers are responsible for managing the ongoing relationship with our corporate clients in relation to the services provided my client, in particular implementing and managing the delivery of education (seminars, webinars etc) by our Lecturer team to the employees of our corporate clients and liaising with the appropriate teams within the organisation to deliver our services.
The successful candidate will have experience of managing ongoing relationships with corporate clients and amongst other things will be responsible for:
managing the ongoing relationship with some of our corporate clients
preparing business proposals for our clients to meet their needs
working closing with internal departments e.g. Marketing for client communications, Events team to arrange seminar bookings, Lecturer team to deliver education, Adviser team to provide 1-1 advice etc. to ensure that we deliver in line with the agreed proposal.
reviewing the success of the agreed deliverables post implementation, providing updates to the corporate client using various communication methods, in particular face to face meetings.
Financial services knowledge and minimum FPC is essential as the individual needs to articulate our services to our corporate clients and understand their needs e.g. retirement options, awareness of employee benefits including salary sacrifice and pension schemes.
This is a home based role. The ideal geographical region for this role would be Birmingham downwards. Good access to transport links is essential due to the travelling involved, a lot of which is in the South
To effectively manage existing and new corporate client relationships by successfully implementing and managing delivery of education, guidance and advice services to our corporate clients. And support the Head of Corporate Relationships in expanding the services provided.
Extensive UK pension (DB, DC)
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