Sales Account Manager responsible for customer relationships and sales penetration in Germany. Fostering connections and driving business success with HPE's AI - native network solutions.
About the role
- Relationship Manager at Key Private Bank providing personalized financial solutions for high-net-worth clients. Collaborating with internal teams and community organizations for business development.
Responsibilities
- Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals.
- Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
- Develops a comprehensive understanding of the client’s needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings.
- Captures the client’s goals in a financial plan.
- Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
- Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
- Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
- Actively participates in Community organizations to source business development opportunities and demonstrate Key’s commitment to the local community.
- Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as knowledge of competitors and competitive products.
Requirements
- Bachelor's Degree in business related field or equivalent work experience (required)
- 5 years of demonstrated sales and business development experience with proven results (required)
- Certified Financial Planner (CFP) (preferred)
- Certified Investment Management Analyst (CIMA) (preferred)
- Chartered Financial Analyst (CFA) (preferred)
- FINRA Series 7 and 66 (or 63 & 65) (required)
- Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Territory Account Manager on the long - acting HIV Prevention Sales team at ViiV Healthcare. Driving results against business objectives and partnerships with HCPs and cross - functional teams.
Director of Global Patient Communications at GSK, leading professional society engagement strategies and patient education initiatives. Collaborating with diverse stakeholders to enhance integrated medical communication plans.
Relationship Manager managing a book of high - net - worth clients at Bank of America. Serving as primary contact for trading needs and growing client relationships.
Government Relations Manager representing TDCX in Thailand. Engaging with government stakeholders and managing compliance with employment regulations.
Account Manager handling revenue and margin targets in healthcare. Focusing on clinics and homecare providers with an emphasis on BD product lines.
Account Manager managing esports and gaming sponsorships for clients at 160over90 agency. Leading strategic development and activation of sponsorship programs within the gaming industry.
Key Account Manager working within the Aeronautics Account Management team at Expleo in Toulouse. Responsible for executing annual account plans and ensuring contract profitability.
Account Manager driving sales of STANLEY Engineered Fastening products across multiple U.S. regions. Building customer relationships and implementing sales strategies.
City Partnership Manager strengthening collaboration between cities and partners in urban mobility initiatives. Engaging with public authorities to identify innovation opportunities and support project development.