Strategic Client Advisory Partner – Growth & Relationships

Foster Denovo Limited

Greater London

Hybrid

GBP 45,000 - 65,000

Full time

10 days ago
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Benefits offered by this job

25 days holiday
Discretionary bonus
Pension matching up to 7.5%
Life assurance 4x salary
Income protection 75%
Financial advice access within company
Season tickets loan (interest-free)
Eye care
Childcare vouchers
Shopping discounts portal

Job summary

Foster Denovo/Secondsight is seeking a senior client relationships adviser in Greater London to develop ongoing relationships with corporate clients, identify upsell opportunities, and drive revenue growth. You will work with Principal Partners to transition new clients into Practice and deliver services as outlined in engagement letters.

You will maintain a thorough understanding of Secondsight services, recommend financial wellbeing strategies, and contribute to achieving Practice targets with

Qualifications

  • Build and manage relationships with existing clients and understand clients' key business challenges.
  • Identify opportunities and upsell services within client accounts.
  • Plan and implement business development opportunities to meet growth targets.

Responsibilities

  • Maintain ongoing relationships and ensure delivery of services per client engagement letters.
  • Collaborate with Partners to transition new clients into Practice.
  • Develop understanding of Secondsight services and recommend financial wellbeing strategies.
  • Record and report new business deals and income generation.

Skills

Relationship building
Upselling opportunities
Business development planning
Client management
Cross-team collaboration
Client success coordination
MI reporting
Sustainability awareness

Tools

Financial services knowledge

Job description

Foster Denovo/Secondsight is seeking a senior client relationships adviser in Greater London to develop ongoing relationships with corporate clients, identify upsell opportunities, and drive revenue growth. You will work with Principal Partners to transition new clients into Practice and deliver services as outlined in engagement letters.

You will maintain a thorough understanding of Secondsight services, recommend financial wellbeing strategies, and contribute to achieving Practice targets with

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