DC Client Director (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
DC Client Director (Financial Services): Leading the client relationship with a portfolio of Defined Contribution (DC) clients with an accent on strategic account management and client retention. Focus on maximizing client satisfaction, ensuring regulatory compliance with Consumer Duty, and identifying growth opportunities for the DC & Workplace business.
Location: Remote (United Kingdom)
Company
is a leading UK financial services group and one of the world's largest asset managers, focused on retirement and protection solutions.
What you will do
- Build and maintain strong relationships with key client decision-makers to understand tactical and strategic objectives.
- Partner with Senior Client Directors on strategic accounts to coordinate meetings with trustees and advisers.
- Oversee client reporting quality assurance and resolve operational queries through internal collaboration.
- Manage client retention activity and proactively mitigate risks in 'at risk' relationships.
- Identify and progress new business, restructuring, and cross-selling opportunities.
- Ensure fair customer outcomes in accordance with Consumer Duty regulations.
Requirements
- Experience and knowledge of DC product solutions and the marketplace is required.
- Corporate client relationship management experience within a product provider or significant intermediary.
- Solid understanding of administration and operational matters regarding DC pension plans.
- Proven communication and presentation skills for high-level client-facing meetings.
- Ability to analyze client challenges and leverage company solutions to resolve them.
Culture & Benefits
- Annual performance-related bonus plan and valuable share schemes.
- Generous pension contributions and life assurance.
- Healthcare plan for permanent employees.
- Minimum 25 days holiday, with options to buy or sell additional days.
- Competitive family leave and tax-efficient electric car salary sacrifice scheme.
- Access to various high street and online discounts.
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