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As a result of increased resource needs alongside succession planning, our Wealth manager client had an opening for a Corporate Relationship Manager. They are a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future.
The successful candidates will be home-based. Whilst there is no specific location required, most work will be South-East based and they must be willing and able to travel as required, including holding a full driving licence.
A snapshot of the role: -
- To manage new and existing corporate client relationships by implementing effective delivery of financial education, guidance, and advice services to the corporate clients’ employees
- Manage the day-to-day business relationships of corporate clients and support delivery of revenue growth and enquiry generation for advice service Ongoing contract management including addition, renewal and re-tendering for services
- Agree project implementation plans in consultation with key stakeholders
- (Full JD on request)
It is essential that candidates: -
- Are strong communicators.
- Can demonstrate an ability/history of building and managing relationships effectively in a corporate environment
- Have strong knowledge of workplace schemes e.g. share schemes and workplace saving. A pensions specialism would be advantageous, especially around working knowledge of UK pension (DB, DC, auto-enrolment), UK share schemes & flex benefits provision
- Have worked in financial services or have a workplace financial wellbeing background.
Remuneration on request which is competitive with excellent benefits package
