Regional Key Account Manager (Bankhall)

Regional Key Account Manager (Bankhall)

February 2022
The role will be responsible for achieving agreed regional income targets for both new and existing users/clients of Bankhall Services.

  • Grow the business footprint by recruiting new Bankhall clients (broadening) and cross/up sell to existing clients (deepening)
  • Achievement of sales activity-based targets to deliver additional income to Bankhall across the range of products and services
  • Manage relationships with key Bankhall users in a defined territory/region to achieve agreed objectives
  • Collaborate closely with all areas of Bankhall service ensuring we meet and exceed our aligned client targets/market share and service expectations i.e., CRT, Bespoke and Field Regulatory/Compliance
  • Deliver agreed level of account activity to achieve approved broaden targets and maintain user retention levels to meet agreed deepen targets. Activity includes face to face, remote and event engagement
  • Support the broader DA business with specialist knowledge of wealth proposition and compliance understanding as and when required
  • Demonstrate your own input in taking personal responsibility for the delivery of your PDP linked to deliverables expected within this role
  • Assist in the development of the groups proposition by collecting feedback from Bankhall clients, competitor, and market intelligence where required
  • Undertake projects as and when required, to support the needs of the business or to achieve departmental objectives

Critical skills required:

  • Excellent presentation and negotiation skill
  • Excellent time management, planning and influencing skills
  • Strong IT skills
  • Territory Management and business planning
  • Proven track record of relationship management
  • Ability to work both independently/remotely and in as part of a team
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Full time
Field Mobile (South East/South West)
Closing Date: 18th March 2022

Essential Skills Required

• Proven track record of achieving outstanding sales results ideally within Financial Services recruitment
• Proven track record of achieving personal sales targets at senior level
• Experience within a commercial environment and within the Financial Services, Wealth market
• Strong experience in account management and relationship development
• Self-motivated with high levels of energy and commitment to focus on achieving personal targets and maximising opportunities within the allocated geographical area
• Track record of operating successfully in a team environment.
• Home working experience

Critical Knowledge Required

• An understanding of financial services industry and legislative changes
• Wealth Planning (investment, pension, tax planning) and advice knowledge, including related technology
• Good understanding of the competitor landscape
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