Key Account Manager - Financial Services

Placements24; Queenstown; Hybrid; NZD 64,000 - 107,000; Full time

Benefits offered by this job

Competitive base salary with bonus

Medical and retirement benefits

Professional development and licensing

Access to financial product network

Ethical work environment

Annual performance reviews

Job summary

WhatJobs Direct in Queenstown, Eastern Cape, ZA is seeking a sophisticated and results-oriented Key Account Manager specializing in Financial Services to join their dynamic team. You will nurture and expand relationships with high-value clients, understand client needs, and offer tailored financial solutions, ensuring service delivery that drives satisfaction, retention, and growth.

The ideal candidate has deep knowledge of financial products, strong analytical skills, and a proven ability to

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 4-6 years of experience in account management or sales within the financial services industry.
• Proven track record of successfully managing key accounts and achieving revenue growth.
• In-depth knowledge of financial products, markets, and regulations.
• Exceptional communication, negotiation, and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Proficiency in financial planning software and CRM systems.
• Ability to work independently and collaboratively in a professional environment.
• Good understanding of the business landscape in the Eastern Cape.
• Relevant financial certifications (e.g., CFP, FAIS accreditation) are highly advantageous.

Responsibilities

• Manage and grow a portfolio of key accounts within the financial services industry in Queenstown and surrounding areas.
• Develop and execute strategic account plans to deepen client relationships and identify opportunities for upselling and cross-selling financial products.
• Serve as the primary point of contact for key clients, addressing their financial needs, queries, and concerns proactively.
• Build and maintain strong, trusted advisor relationships with senior stakeholders at client organizations.
• Conduct thorough financial needs analysis and recommend appropriate financial solutions, including investments, insurance, and lending products.
• Collaborate with internal product specialists and support teams to ensure seamless service delivery.
• Monitor market trends and regulatory changes impacting the financial services sector.
• Prepare and present regular reports on account status, performance, and future opportunities to management.
• Ensure compliance with all relevant financial regulations and company policies.
• Drive contract renewals and expansions, contributing significantly to revenue targets.

Skills

Account management

Sales

Financial products

Negotiation

CRM

Analytical thinking

Education

Bachelor's degree in Finance/Economics/Business Administration

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, WhatJobs Direct , is seeking a sophisticated and results-oriented Key Account Manager specializing in Financial Services to join their dynamic team in Queenstown, Eastern Cape, ZA . This pivotal role involves nurturing and expanding relationships with high-value clients within the financial sector. You will be responsible for understanding client needs, offering tailored financial solutions, and ensuring exceptional service delivery to drive client satisfaction, retention, and growth. The ideal candidate possesses a deep understanding of financial products, strong analytical skills, and a proven ability to build trust and rapport with key decision-makers. This is an excellent opportunity to contribute to our client's success and advance your career in financial services sales. We foster a culture of integrity and client focus.

Key Responsibilities

• Manage and grow a portfolio of key accounts within the financial services industry in Queenstown and surrounding areas.


• Develop and execute strategic account plans to deepen client relationships and identify opportunities for upselling and cross-selling financial products.


• Serve as the primary point of contact for key clients, addressing their financial needs, queries, and concerns proactively.


• Build and maintain strong, trusted advisor relationships with senior stakeholders at client organizations.


• Conduct thorough financial needs analysis and recommend appropriate financial solutions, including investments, insurance, and lending products.


• Collaborate with internal product specialists and support teams to ensure seamless service delivery.


• Monitor market trends and regulatory changes impacting the financial services sector.


• Prepare and present regular reports on account status, performance, and future opportunities to management.


• Ensure compliance with all relevant financial regulations and company policies.


• Drive contract renewals and expansions, contributing significantly to revenue targets.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.


• Minimum of 4-6 years of experience in account management or sales within the financial services industry.


• Proven track record of successfully managing key accounts and achieving revenue growth.


• In-depth knowledge of financial products, markets, and regulations.


• Exceptional communication, negotiation, and interpersonal skills.


• Strong analytical and problem-solving abilities.


• Proficiency in financial planning software and CRM systems.


• Ability to work independently and collaboratively in a professional environment.


• Good understanding of the business landscape in the Eastern Cape.


• Relevant financial certifications (e.g., CFP, FAIS accreditation) are highly advantageous.

Benefits

• Competitive base salary with a performance-driven bonus structure.


• Comprehensive medical and retirement benefits.


• Opportunities for professional development, licensing, and advanced training.


• Access to a robust network of financial products and services.


• A supportive and ethical work environment.


• Annual performance reviews and clear career progression paths.