Account Manager

at  Close Brothers Group

OVERALL SUMMARY

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Join the Braemar Finance Team where you will process new transactions across key accounts, optimising and building on those valuable existing relationships. Working closely with the Business Development and Customer Relationship teams, you will also assist with the administration around new business and other initiatives.
Our ideal Account Manager will have the ability to build effective working relationships both inside and outside the business, they’ll be well organised with a strong attention to detail and excellent problem solving skills.

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:

• Have prior experience in sales or Account Management
• Have experience working in a Financial Service Sector
• Have existing knowledge of professional sectors
  We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at recruit.ssc@closebrothers.com or request a call back.

ABOUT US

At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.
Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth management services and securities trading. At Close Brothers we provide financial support and advice to small businesses and individuals in the UK. Our purpose is to help the people and businesses of Britain thrive over the long term.
To find out more about Close Brothers, please visit our careers page: https://www.closebrothers.com/careers

• Build and maintain relationships with existing customers via telephone, emails and on occasional face to face meetings.
• Assist the Business Development team with the administration on transactions as required, including Salesforce and Originate data entry, working on proposals, generating paperwork, liaising with the customer and supplier, managing novations and transfers
• Make accurate, rapid quotations and provide customers with relevant information to assist with closing deals
• Develop a strong understanding of the products offered by Braemar Finance
• Proactively work with introducers, acting as the initial contact on new proposals for new and existing customers
• Manage annual reviews, asset valuations and other in-life tasks
• Ensuring that all FCA regulations are adhered with particular attention paid to Treating Customers Fairly and Consumer Duty regulations