Key Account Manager - Financial Services

Placements24; Sandton; Hybrid; ZAR 900,000 - 1,300,000; Full time

Benefits offered by this job

Medical aid

Pension fund

Job summary

Placements24 is seeking a strategic Key Account Manager to lead high-value client relationships in Sandton, Gauteng. You will drive retention, revenue growth, and tailored financial solutions for a portfolio of corporate clients, collaborating with product and operations teams to exceed client expectations.

The role demands seasoned relationship management, strong negotiation, and deep knowledge of financial products.

Qualifications

• Minimum 5 years of experience in account management, sales, or relationship management in financial services.
• Proven track record of growing key corporate accounts.
• Strong understanding of financial products and services.
• Exceptional communication, interpersonal, and negotiation skills.
• Ability to build long-term relationships with senior executives.

Responsibilities

• Manage a portfolio of key corporate clients to ensure retention and satisfaction.
• Develop in-depth understanding of client needs and strategic goals.
• Identify upsell and cross-sell opportunities across financial products and services.
• Conduct regular business reviews to assess performance and identify growth areas.
• Develop and execute strategic account plans to meet revenue targets.
• Serve as primary contact for client inquiries and escalations.
• Collaborate with internal teams to deliver tailored solutions.
• Monitor market trends, regulatory changes, and competitors.

Skills

Client relationship management

Sales

Negotiation

CRM software

Financial services knowledge

Education

CFA/CFP certification

Tools

Salesforce

Financial analysis tools

Job description

About the Role

Our client, a prominent institution within the financial services sector, is seeking a strategic and relationship-driven Key Account Manager to manage and grow high-value client relationships in the prestigious Sandton, Gauteng area. This role is pivotal in ensuring client retention, identifying opportunities for enhanced service offerings, and driving revenue growth within an assigned portfolio of key accounts. The ideal candidate will possess a deep understanding of financial products and services, exceptional communication and negotiation skills, and a proven ability to build and maintain long-term partnerships with corporate clients. You will be the primary liaison, ensuring our client's commitment to excellence is met at every touchpoint within Sandton .

Key Responsibilities

• Manage and nurture relationships with a portfolio of key corporate clients, ensuring high levels of satisfaction and retention.
• Develop a deep understanding of clients' financial needs, business objectives, and strategic goals.
• Identify and pursue opportunities for upselling and cross-selling a comprehensive range of financial products and services.
• Conduct regular business reviews with clients to assess performance and identify areas for growth.
• Develop and execute strategic account plans to meet and exceed revenue targets.
• Serve as the main point of contact for client inquiries, issue resolution, and service escalations.
• Collaborate with internal departments, including product development and operations, to deliver tailored solutions.
• Stay informed about market trends, competitor activities, and regulatory changes within the financial services industry.
• Represent the company professionally in client meetings and industry events in Sandton .

Requirements

• Minimum of 5 years of experience in account management, sales, or relationship management, preferably within the financial services industry.
• Proven track record of successfully managing and growing key corporate accounts.
• Strong understanding of financial products, services, and the broader financial market.
• Exceptional communication, interpersonal, and negotiation skills.
• Ability to build strong, lasting relationships with senior-level executives.
• Strategic thinking and proactive problem-solving capabilities.
• Proficiency in CRM software and financial analysis tools.
• Excellent presentation skills.
• Ability to work independently and manage time effectively in the Sandton, Gauteng region.
• Relevant financial qualifications (e.g., CFA, CFP) are a strong asset.

Benefits

• Highly competitive base salary with an attractive performance-based bonus structure.
• Comprehensive medical aid, life assurance, and pension fund benefits.
• Opportunities for continuous professional development and career advancement within a leading financial institution.
• Performance-driven incentives and recognition programs.
• Access to cutting-edge financial technologies and resources.
• A dynamic and professional working environment in the heart of Sandton .