Corporate Client Relationship Manager, Share Plans: Financial Education and Strategic Partnerships

Company:  AAG Wealth Management
Location: London
Closing Date: 20/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Established in 1995, we are a fast-paced company that prides itself on our culture and we’re looking for a Corporate Client Relationship Manager who has specific experience in Employee Share Plans (SAYE, SIP, LTIP, etc) to join us. We are a sociable bunch who all share a love for learning and teaching and are always willing to help each other. We like to acknowledge hard work and commitment and celebrate our successes. In the last 3 years, our company has doubled in size and this trend looks to continue. Alongside our comprehensive Wealth Management business is our award-winning Financial Education business which provide Financial Wellbeing programmes and C-Suite Masterclasses to our corporate clients, their employees and executives. As our team continues to grow, we are searching for an additional Corporate Client Relationship Manager with experience in dealing with people in Share Plans, HR, Reward or Employee Benefits. You will work within our Financial Education and Strategic Partnerships Team. The role will be a hybrid (in-office / home working) based role working from our offices in London.Responsibilities & Duties: Corporate Client Relationship ManagerThe position will require a hardworking and enthusiastic candidate to deliver innovative solutions to unlock exciting opportunities within our existing corporate clients and strategic partners. Supporting the Head of Business Development, the successful candidate will have a strategic & sales focus to ensure delivery of KPIs. A professional appearance and can-do attitude is key.Your role will include but is not exclusive to:Build & maintain relationships with our Share Plan, HR and Reward key contacts & strategic partnersCreate solutions for clients & partnerships to unlock opportunitiesHost regular progress meetings with corporate clientsDeliver a cohesive & engaging Financial Education programme Work collaboratively with internal teams to develop AAG’s partnership offeringHosting effective partner / client events either virtually or in personDeliver meaningful engagement reports on the partnership for AAG & client You must have previous, similar experience and must be strong in the following areas:Minimum 3+ years experience in a corporate relationship role (essential)Experience in working alongside people in Share Plans, HR, Reward, Pensions or Employee BenefitsHigh level of attention to detail & excellent organisation skillsHigh standard of written & verbal communication skillsHighly IT literate, including MS Outlook, Excel, PowerPoint and Word skillsKeeps calm when faced with conflicting demands and handles these effectivelyStrong interpersonal skills, demonstrating a professional, proactive and positive attitudeThrives in a changing environment with the ability to work autonomously as well as working on shared goals as part of a teamManages time effectively with the ability to multi-task
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AAG Wealth Management
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