Account Manager

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TrinityBridge

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501 - 1000 Mitarbeiter

💸 Finanzen

🤝 B2B

Finance • B2B

TrinityBridge ist ein Unternehmen für Investmentfonds/Vermögensverwaltung, dessen Website und Materialien sich an institutionelle Anleger, von der FCA zugelassene Vermittler und verbundene Personen richten, nicht jedoch an Privatkunden. Die Website enthält Informationen zu Fonds, anwendungsbezogene Funktionen und rechtliche/compliance-rechtliche Hinweise, dass die Informationen nur zu Informationszwecken dienen und keine Anlageberatung oder ein Angebot zum Verkauf von Wertpapieren darstellen. Die Website beschreibt auch die Verwendung von Cookies und das Tracking durch Dritte für die Funktionalität der Website, Analysen und Marketing.

Beschreibung

• Maintain trusted IFA relationships through proactive engagement, clear communication, and consistent service delivery, acting as the primary point of contact for fund-related queries and support • Conduct regular outbound calls and Teams meetings with IFAs and Paraplanners to promote the fund range, share updates, and build long-term relationships • Deliver virtual fund presentations, webinars, and product updates to IFAs and other Financial Services firms • Proactively identify and develop new business opportunities within existing and prospective IFAs and Financial Services firms • Provide IFAs and Paraplanners with fund performance data, market commentary, and technical/product support • Work closely with the Investment Specialist Team to ensure coordinated approach to supporting accounts • Work closely with the Marketing team to plan digital campaigns, webinars, and email communications targeted at the IFA channel • Collaborate closely with the Account Director to ensure a joined-up coverage approach for shared accounts • Remain up-to-date on regulatory requirements (FCA, Consumer Duty) affecting fund distribution • Maintain knowledge of current regulatory practice

🎯 Anforderungen

• At least five years’ experience in a similar capacity within an Asset Management business, Wealth Management business or financial institution • Proven account management track record, ideally within IFA distribution • Excellent telephone manner, communication, and virtual presentation skills • Highly organised and self-motivated, with a proven ability to manage competing priorities and deliver results with minimal supervision whilst working remotely • Outstanding attention to detail • A team player • Resilient and accountable, with a willingness to take ownership of issues and demonstrate persistence in achieving outcomes • Commercial awareness, business initiative and emotional intelligence • Strong communication skills, verbal and written • Strong understanding of the UK retail investment market and IFA buying process • Proficient MS Word and Excel skills.

🏖️ Vorteile

• We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. • We invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.