Account Manager

🕒 il y a 23 jours

🇬🇧 Royaume-Uni – Télétravail

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💰 Responsable de comptes

👻 Score fantôme 12%

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🗣️🇺🇸🇬🇧 Anglais requis

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TrinityBridge

501 - 1000 employés

💸 Finance

🤝 B2B

Finance • B2B

TrinityBridge est une société de gestion de fonds d'investissement dont le site internet et les supports sont destinés aux investisseurs institutionnels, aux intermédiaires agréés par la FCA et aux personnes connexes plutôt qu'aux clients particuliers. Le site contient des informations sur les fonds, des fonctionnalités liées aux demandes, ainsi que des avertissements légaux et de conformité précisant que les informations fournies sont uniquement à des fins informatives et ne constituent pas un conseil en investissement ou une offre de vente de titres. Le site décrit également son utilisation de cookies et de suivis tiers pour le bon fonctionnement du site, les analyses et le marketing.

Description

• 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

🎯 Exigences

• 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.

🏖️ Avantages

• 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.

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