Client Relationship Consultant at Phoenix Group responsible for developing client relationships. Fostering partnerships with clients, trustees, and advisers to drive revenue within the Workplace Team.
Responsibilities
Building and developing strong relationships with clients, trustees, and advisers.
Retaining existing assets and delivering on opportunities to increase revenue.
Creating and delivering client plans and maintaining communication and engagement strategies.
Monitoring and maintaining awareness of change within the marketplace to identify opportunities.
Supporting new business activities and delivering ad hoc member engagement initiatives both virtually and in person.
Requirements
Proven experience in relationship management with a track record of delivering against plan ideally in a pensions environment.
Strong communication skills with the ability to build and maintain effective working relationships to drive projects forward.
Commercially driven and highly responsive, focused on adding value and achieving goals and business objectives.
Sound knowledge of DC pensions (both trust and contract plans), including awareness of leading providers, major consultancies, and market trends.
Developing understanding of market, legislative, and industry practices.
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