Account Manager

Job Description

Account Manager

Location : Northampton

Office : Hybrid (3 days a week)

Salary : £31,000 per year + sales bonus scheme (every 6 months)

Purpose of the Role

As an Account Manager at our client, you will be responsible for establishing and nurturing profitable relationships with both corporate and individual clients. You will act as a bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.

Responsibilities

• Service all client portfolios while driving new growth opportunities and retaining existing clients.
• Maintain regular contact with clients via phone calls and in-person visits.
• Manage client relationships to understand their financial goals, challenges, and risk tolerance. Analyze data from various sources (investment portfolio, cash flow, etc.) to identify trends, insights, and areas for improvement. Propose additional services to meet client needs.
• Research and understand client industry trends, regulatory landscapes, and competitive environments to inform strategic recommendations.
• Design customized solutions to address specific client needs and objectives, utilizing a range of products and services from the bank's portfolio.

Communicate the value proposition of proposed solutions, justify recommenda...