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Role requirement

Vacancy type

Permanent

Sector

Private Wealth Management

Specialisim

Sales Support

Location

Edinburgh

Language skills

English

Job reference No.

15946

Salary

Competitive

Data Published

21/01/2025

Closing date

18/02/2025

Job Description:

Do you have professional experience in a sales/relationship management function? Our client, a financial services firm based in Edinburgh, is recruiting for an Account Manager to join the team on a permanent basis. In this role, you will serve as the main point of contact in all matters related to client concerns and needs, building and strengthening client relationships to achieve long-term partnerships.

Skills/Experience:

  • Experience in a sales/relationship management function in financial services
  • Proven track record of meeting or exceeding KPIs
  • Prioritisation skills
  • Strong communication skills.
  • Excellent organisational skills and attention to detail.
  • Proficiency in Salesforce

Core Responsibilities:

  • Control the end-to-end onboarding process with new clients, ensuring excellent level of service.
  • Handle inquiries and requests from customers and address their needs.
  • Meet regularly with other stakeholders in the business to discuss progress and find new ways to improve business.
  • Generate progress reports for clients and senior leaders within the organisation.
  • Identify upsell, cross-sell, and renewal opportunities

Benefits:

  • A highly competitive salary
  • Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15946

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

INDPERM

Contact

Image
T: 0131 264 0233 M: 07535 897 789
Rachael O'Neill Director, Investment Operations and Accounting & Finance

Originally from Ireland, Rachael has been an integral part of the Core-Asset Consulting team for eight years, bringing 20 years of recruitment experience from London and Edinburgh. With a background in Business Studies and an MA in PR & Communications, Rachael's unique blend of strategic insight and consultative communication adds valuable depth to our team and influences many of our client projects.

Specialising in executive search, financial services, and investment recruitment, Rachael supports clients across the UK and Ireland. She is a strong advocate for diversity, equity, and inclusion, mentoring young people through MCR Pathways and encouraging girls to pursue careers in finance and investment through her work with Future Asset. As Director and part of the senior management team, Rachael's passion for providing a truly consultative service, combined with her deep understanding of the financial services sector, has earned her a reputation as a trusted advisor in recruitment.

We put people before profit, service before sales and ethics above all.

Betsy Williamson Chief Executive Officer

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