Relationship Management Executive
Liverpool, Merseyside, N. W. England, England
£25000 - £27000 per annum + bonus scheme and benefits
0151 224 1480
We are currently working on behalf of a well-established Financial Services company based within the heart of Liverpool city centre. Due to continued success and growth, they are looking to recruit a Relationship Management Executive to join their Business Development team on a permanent basis.
Reporting directly to the Head of Business Development, the Relationship Management Executive will take responsibility for:
- Managing relationships with existing client base (predominantly by outbound telephone calls, but ad hoc face to face interaction too)
- Proactively identifying new contacts and target organisations
- Proactively identifying where new business could be won
- Managing and maintenance of the client relationship database (in-house CRM system)
- Handling queries from IFAs and Discretionary Fund Managers
- Developing relationships with new clients
- Providing support for the senior Business Development staff and investment management team
- Managing emails from a group email inbox
- Working compliantly in accordance with FCA regulations
Given the majority of this role is telephone based, it is important that the Relationship Management Executive meets the following skillset:
- Experience of making outbound calls
- Strong communicator: must demonstrate ability to write emails comprehensively and must communicate well verbally
- Engaging telephone manner
- Demonstrates drive and motivation (much of this role requires taking initiative and being proactive, so being driven is crucial)
- Highly organised and prides themselves on planning their work
Peronal qualities and attitutude are important for this position given the nature of the role. Candidates should be self-motivated, articulate and proactive by nature.
This is an excellent opportunity for an ambitious candidate looking to propel their career within a high performing team at a flourishing Liverpool city centre business.
The company offers clear career progression and this role also offers a competitive bonus scheme.
If you believe your experience meets the criteria, please apply with a copy of your CV.
Note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.
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