Clients & Markets Senior Executive

Our client, a leading financial services company based in Winchester, is seeking a dynamic and proactive Clients & Markets Senior Executive to join their growing team. Reporting directly to the Associate Director - Clients & Markets, you will be responsible for delivering a high-quality service to clients and supporting the firm’s business development efforts. This is an exciting opportunity for an individual who is passionate about market growth and building strong business relationships.

Clients & Markets Senior Executive - Benefits

• Exposure to a wide range of stakeholders within a fast-growing firm.
• Flexible and hybrid working options.
• Career development opportunities, including access to the Management Development Programme aimed at enhancing leadership potential.
• 2-day core holiday allowance plus additional holiday benefits (such as holiday trading and flexible bank holidays).
• A Wellbeing Day to focus on your health and wellbeing.
• Health Cash Plan, Pension Salary Sacrifice Scheme, Electric Vehicle Scheme, and more.
• Employee and client referral bonuses, discounts on retail, gym memberships, and bus passes.
• Recognition awards and regular company events, including a summer party.

Clients & Markets Senior Executive - About The Role

Key Responsibilities:

• Identify Market Opportunities: Spot new business opportunities and develop campaigns that foster growth, while introducing collaborations to attract new clients.
• Lead & Quote Management: Oversee the entire lead and quote process, ensuring the creation of top-quality proposals and presentations.
• Advisory Support: Provide guidance to fee earners on lead generation, pipeline management, and best practices to secure new business opportunities.
• Networking & Relationship Building: Build and maintain a network of key connections who can refer business or collaborate with the firm.
• Client Representation: Represent the firm at external meetings, networking events, and within the DFK marketing group.
• Business Development Reporting: Produce engaging and informative agendas and reports for business development meetings.
• Social Media & Content Management: Curate and post regular updates on social media to enhance the firm’s presence.
• Client Enquiry Management: Efficiently manage incoming client inquiries, ensuring they are directed to the appropriate division lead and followed up in a timely manner.
• Onboarding Support: Facilitate Business Development induction meetings for new starters.

The successful Clients & Markets Senior Executive will have/be:

• CIM qualification (or a desire to work towards one).
• Strong GCSE-level English and Maths (or equivalent).
• At least 5 years of experience in a similar role.
• Ideally you will have experience in pipeline management, business development and CRM systems, market research and lead generation.
• Detail-oriented, numerate and excellent analytical skills.
• Demonstrate excellent communication skills, both written and verbal.
• Creative, outgoing, and confident with a strong ability to build relationships.
• Self-motivated, able to manage multiple tasks, and work effectively both independently and as part of a team.
• Hold a full driving licence (travel to other offices required).

If you are passionate about business development and looking for a challenging yet rewarding role within a growing financial services company, we want to hear from you! Apply today to join a talented team and take your career to the next level.

Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications, we currently receive, we are unable to respond to all candidates. If you do not hear from a consultant within 5 working days, please assume that you have not been successful.

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