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Client Relationship Manager

Job LocationBirmingham
EducationNot Mentioned
Salary65,000 - 70,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

A market-leading UK-wide Financial Services Consultancy and Support Services provider, specialising in DFM and Wealth Management businesses, is looking to expand its sales footprint and client base.They are searching for a frontline individual to sell our services and products to the discretionary fund management and wealth management market. The successful candidate will be flexible and capable of learning to represent a variety of support servicesbut the main focus will be on targeting regulatory compliance consultancy sales to senior stakeholders in target businesses with an emphasis on SMF16/17 holders and C-suite executives.You will need to have a sound knowledge of the DFM, fund management, wealth management or asset management markets. Any existing relationships with current DFMs and wealth managers would be advantageous as it will create velocity in the time to market.A sound understanding of the FCA regulatory environment and key requirements of regulated businesses, without needing to be a subject matter expert, is also desired.The role would suit a sales executive, potentially from a regulatory consulting, audit, or legal services sales background or a commercially minded and personable individual from a compliance and regulatory background, looking to move into a sales focusedrole. It could also suit someone from a wealth management or asset management sales background with a solid appreciation of FCA regulatory content and a willingness to focus heavily on a regulatory compliance consulting sales roleThe role will involve:

  • Identify new business and cross selling opportunities
  • Working within the small team to pass more complex/enterprise deals to heads of business
  • Seek out and engage with the appropriate contacts within an organisation with confidence at all levels including C-suite
  • Have a good understanding of the businesses products or services and be able to advise others about them
  • Identify prospect customer needs through fact finding and understand their needs
  • Build longstanding relationships with prospect decision makers
  • Deliver against set KPIs aligned to the ambitions of the business as a whole
  • Plan and execute sales campaigns
  • Create and manage sales pipeline
  • Lead generation and management
  • CRM management
Key Requirements:
  • Regulatory consultancy sales; audit sales; legal services sales
  • Financial Services
  • Discretionary fund management knowledge
  • Recurring revenue sales
  • Experience within the compliance and regulatory arena

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