Wealth Management Account Manager: Growth & Retention

Symphony Communication Services; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A communication technology firm is seeking a talented Account Manager in Wealth Management to oversee and develop its client base in the UK. The role involves managing strategic accounts, building client relationships, and achieving revenue growth targets. The ideal candidate will have over 5 years of experience in account management, strong knowledge of financial technology, and excellent negotiation skills. This position also offers a competitive salary, commission plan, and a range of benefits.

Benefits

Competitive Salary

Sales Commission Plan

Build your own Benefits (BYOB) perk

Qualifications

• 5 years of proven experience in a senior Account Management role managing large or strategic accounts.
• Demonstrated experience as a high-performing account manager exceeding revenue and retention quotas.
• Deep knowledge of the Fintech Capital Markets or Enterprise SaaS sector is essential.

Responsibilities

• Ensure client retention and build long-term relationships.
• Expand existing Accounts and up-sell premium services.
• Forecast account management targets to meet company budget.

Skills

Business Development

Sales Experience

Wealth Management

Financial Services

Organizational skills

Investment Experience

Education

Bachelor's degree in Business, Finance or related field

Tools

Salesforce

Job description

A communication technology firm is seeking a talented Account Manager in Wealth Management to oversee and develop its client base in the UK. The role involves managing strategic accounts, building client relationships, and achieving revenue growth targets. The ideal candidate will have over 5 years of experience in account management, strong knowledge of financial technology, and excellent negotiation skills. This position also offers a competitive salary, commission plan, and a range of benefits.