Junior BDA, Strategic Partnerships and Sales Support – LogTech
Portcast
Client Relationship Consultant
Phoenix Group
full-time
Posted on:
Origin: • 🇬🇧 United Kingdom
Visit company websiteSalary
💰 £33,200 per year
Job Level
Mid-LevelSenior
About the role
- You will be responsible for building and developing strong relationships, working in partnership with your clients. Trustees and advisers, and retaining existing assets and delivering on opportunities to increase revenue and broaden our relationship across the Standard Life business. Internally you will build a strong network within Workplace Distribution and the wider business, bring fresh ideas, challenge how we optimise processes and bring the voice of your clients to help shape our proposition. You will create and deliver client plans and maintain communication and engagement strategies to maximise profitability. By monitoring and maintaining awareness of change within the marketplace you will ensure opportunities are identified and will use judgement to identify and assess any risk or potential threats to the relationship with clients and act to mitigate these.
Requirements
- Experience of relationship management with a proven track record of success delivering against plan in a similar environment e.g. sales/marketing. Good communicator with the ability to build and maintain effective working relationships to drive work and/or projects forward. Commercially driven and highly responsive – conscious of adding value and oriented towards achieving goals and business objectives. Working towards a sound knowledge of the DC (both trust and contract plans), including good awareness of leading providers, major consultancies, and market trends. Working towards a sound knowledge of the market, legislative and industry practice. Experience of working in a financial services environment preferable. Being a self-starter, having the ability to work autonomously.
