Account Relationship Consultant
Core
Strengthen relationships with financial advisers to support sales growth, product adoption, and client outcomes within the asset management and insurance sectors.
Role type
Account Relationship Consultant (Sales & Relationship Management)
Builds
Sales opportunities, adviser engagement, and client investment solutions
Domain
Financial Services (Asset Management & Insurance)
Required skills
Relationship building, stakeholder management, sales opportunity identification, product knowledge (Bonds, Retirement, ISAs), training delivery, commercial awareness
Preferred skills
Professional qualifications (R01, R04), experience in financial services marketplace
Technologies
Digital tools, self-service journeys, M&G PruFund platform
Responsibilities
Build trusted relationships with a panel of financial advisers; Identify and progress sales opportunities through adviser engagement; Provide timely support on product and pre-sales queries; Conduct quality fact-finds to generate referrals; Champion flagship investment propositions; Resolve complex adviser queries and contribute to business improvements
Seniority
Experienced Colleague