Client Lead - London, United Kingdom - Give A Grad A Go
Description
A competitive basic salary of £35,000 - £45,000- Private medical insurance
- Team lunches and regular socials
Company profile - FinTech Firm
In this Client Lead job in London, you will be joining the London office of a FinTech company, which is making waves within the financial technology sector.
Its Asset Management platform is used by a range of clients, both private and institutional, to drive increased returns through corporate relationships with banks and other financial services institutions.
Job description - Client Lead
In this Client Lead role in London, we are looking for a motivated individual to work on an exciting portfolio of accounts, acting as the day-to-day lead to the adviser partners and to work with and advise the wider team.
You will be ambitious, and results driven, and keen to get your hands dirty, with a proven experience of forming strong client relationships built on trust, leadership, and respect, and recognise the importance of staying creative and relevant in your approach.
Key responsibilities - Client Lead
- In this Client Lead opportunity in London, your responsibilities will include:_
- Being responsible for defining and executing the strategy to develop key accounts
- Growing existing accounts by building longterm relationships and delivering training and education on the platforms offering
- Supporting the successful onboarding of new clients
- Brainstorming and piloting new initiatives and promotions to increase platform usage across client accounts
- Providing feedback, coaching and supporting the team to meet KPIs and objectives
- Serving as the point of contact for customers in your portfolio
- Understanding customer requirements and needs to offer suitable solutions and generate new business
- Resolving any issues to maintain and strengthen adviser and client trust
- Utilising the internal systems to report on and analyse trends in sales data and report these back to wider team and senior leadership
Job requirements - Client Lead
- A 2:1 from university (Finance, Economics, Banking & related degrees are a plus)
- Proven success in managing key accounts and building successful longterm relationships with clients, preferably in a similar industry e.g. Finance, FinTech, Platforms, Wealth Management or Financial Advise
- Proven track record of hitting and exceeding targets
- Great people and leadership skills
- Analytical, with strong communication skills, and the ability to prioritise and make clear decisions
- Knowledge of performance evaluation techniques and metrics
- Excellent communication and interpersonal abilities with aptitude in fostering longterm relationships with internal and external stakeholders.
- Outstanding organisational and leadership skills
Benefits of the job - Client Lead
- A competitive basic salary of £35,000 £45,000
- Fantastic offices in Moorgate (blended office and WFH)
- Plenty of training and mentoring provided
- Join a rapidly growing company with a lot of scope for quick progression
- Private medical insurance
- Employee health and wellbeing discounts
- Cycle to work scheme
- Team lunches and regular socials
INDSAL
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