Client Account Manager

Client Account Manager

My client, an investment research and investment management firm are looking for inside sales associate to join their London office.


* Exceed sales targets.
* Uncover client business needs and work with internal teams to determine optimal client solutions.
* Establish and build relationships with key stakeholders.
* Identify new business groups and opportunities within accounts.
* Master product demonstrations and knowledge of product capabilities and benefits.
* Forecast and proactively uncover opportunities within key business groups.
* Negotiate and close new business.
* Develop growth plans for existing accounts.
* Document daily activities in our CRM system, Salesforce.


* Candidates should have 2+ years of account management and/or in person client service experience in the finance and investment industry.
* Proven track record of exceeding prior targets.
* Excellent networking skills
* Hands-on, organized individual who can build long-term client relationships.
* Strong leadership, long-range planning, and time-management skills are essential.
* Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
* A naturally charismatic person who can bring others along easily with them.
* Ability to understand complex investment requirements.
* A passion for Morningstar and the investment industry in general is essential.
* A bachelor`s degree required; MBA or CFA a plus.

Please contact me ASAP on 02038460802 or [email protected] if you are interested in discussing this excellent opportunity.

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