Relationship Manager - City Professionals Team

Investec Limited; City of London; On-site; GBP 55,000 - 75,000; Full time

Job summary

A financial services firm in London is seeking a Relationship Manager to enhance client engagement and drive sales within the City Professionals Team. The role requires exceptional communication skills, resilience, and a commitment to continuous improvement. Ideal candidates will have a strong understanding of market trends and a proven ability to build lasting client relationships. This full-time position is ideal for mid-senior level professionals who thrive in dynamic environments.

Qualifications

• Proven experience in client engagement and sales.
• Strong analytical skills for market insights.
• Ability to drive sales performance using CRM tools.

Responsibilities

• Develop and implement client engagement strategies.
• Collaborate with teams to enhance sales effectiveness.
• Continuously pursue personal development and training.

Skills

Exceptional Communication Skills

Time Management & Attention to Detail

Energetic Self-Starter

Commercial Acumen

Rapport Building

Resilience & Adaptability

Empathy & Emotional Intelligence

Market Knowledge

Job description

Overview

Relationship Manager - City Professionals Team

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About the Role: As a Relationship Manager at Investec, you will play a pivotal role in driving sales and fostering sustainable commercial outcomes from your client portfolio.

Responsibilities:

• Client Engagement:
• Develop and implement a proactive client engagement plan designed to maximise sales opportunities and increase income through face-to-face interactions.
• Regularly review and refine your engagement plan to identify missed opportunities for strengthening client relationships and driving sales.
• Create strategies that deliver exceptional client experiences, ensuring Investec remains top-of-mind for all their financial needs.

• Sales Strategy & Execution:
• Gain in-depth knowledge of Investec's product offerings, including Private Client products and our partnership with Rathbones Group, to effectively position solutions that meet client needs.
• Collaborate with your team leader to continuously develop and enhance your client engagement strategies, ensuring you connect with as many clients as possible.
• Drive growth in your client portfolio through targeted sales campaigns and initiatives.
• Work closely with offshore banking teams (IBCI, IBSAG) and other onshore client groups to share best practices and enhance sales effectiveness.

• Performance Management:
• Meet and exceed performance outcomes outlined in your performance framework, focusing on both quantitative sales targets and qualitative relationship-building metrics.
• Continuously assess your performance and identify areas for improvement, including contact strategies, pitching techniques, referral generation, and converting leads into transactions.
• Commit to ongoing learning and development by collaborating with your team leader to identify skills gaps and co-create plans to address them.

• Data, Analytics, and Market Insights:
• Take ownership of your client data and leverage CRM tools to drive sales performance and client engagement.
• Stay informed about market trends and economic factors that may create new sales opportunities, ensuring you can effectively engage with clients.

• Required Skills:
• Exceptional Communication Skills: Ability to articulate ideas clearly and persuasively to clients.
• Time Management & Attention to Detail: Strong organisational skills to manage multiple client relationships effectively.
• Energetic Self-Starter: Motivated by direct client interactions and passionate about solving their financial challenges.
• Commercial Acumen: Ability to influence client decisions and drive sales outcomes.
• Rapport Building: Skilled at establishing trust and rapport with clients to foster long-term relationships.
• Resilience & Adaptability: Committed to continuous learning and adapting to changing market conditions.
• Empathy & Emotional Intelligence: Understanding client needs and responding appropriately.
• Market Knowledge: Good awareness of economic, geopolitical, and industry trends that impact clients.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

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London, England, United Kingdom