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Strategic Accounts Executive

Posted 27 February by LMA Easy Apply Ended

My Client , an Investment Management Firm , based in Holborn is looking for an Accounts Executive who will support a team of six and the Director.

This role would suit someone who has been a para planner or someone who has an interest in business development or marketing.

The role is supporting the Accounts Director who is looking for someone who will build relationships with key accounts as well as being a great Administrator.

Some of the key responsibilities:-

  • Collating accounts management information
  • Producing reports and data
  • Liaising across the business investment management, marketing , operational and support functions
  • Identify and contribute to marketing and business development initiatives
  • Attend business development

Qualification required:-

  • Level 4 Industry Qualification or working towards
  • 4 - 5 year's relevant experience ideally in the Wealth Management Industry

If you are interested please apply online for an immediate screening

Required skills

  • Business Development
  • Marketing
  • Wealth Management
  • Paraplanner

Reference: 34563690

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