Client Relationship / Account Manager
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Commercially driven Account Manager / Business Development professional with 7+ years’ experience in financial services and consulting environments. Proven track record of growing existing accounts, uncovering revenue opportunities, and retaining complex, high-value clients through consultative, solution-led selling. Highly confident working with senior stakeholders, shaping client strategy and coordinating cross-functional teams to win, grow and renew business.
Managing a portfolio of clients, acting as the primary commercial and relationship lead.
Drive account growth and revenue generation by identifying client needs, developing tailored solutions and positioning the wider business proposition.
Lead renewal activity, opportunity planning and pipeline forecasting using CRM and internal reporting tools.
Coordinate multidisciplinary internal teams to deliver integrated, value-adding solutions.
Prepare and deliver commercial proposals, regulatory advice and strategic updates to stakeholders.
Manage multiple concurrent client projects, ensuring delivery to scope, budget and timescale.
Build long-term, trusted client relationships resulting in strong retention and repeat business.
PMI Diploma in Retirement Provision – In progress
Unit 1A: Understanding Retirement Provision (completed)
PMI Level 3 Certificate in Pension Essentials (CPE) – Completed
PMI Level 2 Access to Pension Essentials (APE) – Completed
Standard Grades, Intermediate 2’s and Highers
