Relationship Manager

Executive Assistant at AAG Wealth Management

Location:

London office-based with access to working from home daysHours:

Full-timeAt AAG, we believe financial wellbeing should be accessible, engaging and genuinely useful. Since 1995, we\u2019ve supported individuals and businesses alike through award-winning financial education and comprehensive wealth management services. We\u2019ve built a collaborative culture that celebrates curiosity, commitment, and connection and we\u2019re proud to be growing fast.As part of this growth, we\u2019re looking for an

Account Manager

to join our Financial Education and Strategic Partnerships team. This is a fantastic opportunity for someone ready to take greater ownership of client relationships, lead programme delivery, and play an active role in our new business growth. If you\u2019ve got a background in HR-facing roles, client relationship management, or B2B partnerships and you\u2019re looking to step up we\u2019d love to hear from you.What You’ll Be Doing:You\u2019ll manage and grow a portfolio of corporate clients, ensuring the successful delivery of tailored financial education programmes and nurturing relationships that unlock commercial opportunities. Working closely with the Head of Financial Education and Business Development teams, you\u2019ll lead onboarding, deepen engagement, and drive forward strategic account development.Your responsibilities will include:Leading the onboarding journey

for new corporate clients, ensuring a smooth and professional introduction to AAGManaging day-to-day client relationships

across a portfolio of mid-size and enterprise accountsActing as a key point of contact for HR and Reward stakeholders, ensuring client satisfaction and ongoing alignment with their wellbeing strategiesScoping, shaping and coordinating the delivery of customised financial education programmesLeading the organisation of virtual and in-person sessions, presentations and workplace eventsProducing high-quality materials including proposals, impact reports, insight summaries and client commsWorking with internal delivery teams to ensure programme consistency and quality at every stageMonitoring engagement data and programme outcomes to inform ongoing improvement and upsell opportunitiesSupporting commercial growth by identifying client needs, surfacing new opportunities, and contributing to pitch preparation and proposalsMaintaining accurate records in our CRM and supporting pipeline visibility for leadershipWhat You’ll Bring:This is an ideal step-up role for someone who thrives in a client-facing environment, is commercially astute, and enjoys leading programmes that make a difference in people’s lives.Skills and ExperienceMinimum 2 years\'' experience in a client management, HR/reward-facing, or B2B service delivery roleStrong account management, strategic thinking, and organisational skillsExperience in negotiation and contractingA proactive problem solver, able to take ownership, manage multiple accounts, and deliver to deadlinesExcellent relationship building and objection handling skills, with the ability to make tailored recommendations based on client needsProven success in identifying B2B opportunities and supporting new business pitches and proposal developmentConfident working with senior stakeholders in a fast-paced professional environmentCompetent in Microsoft Office (Outlook, Excel, PowerPoint, Word) and database managementExceptional communication and presentation skills, both written and verbalA professional, proactive, and people-first mindsetA genuine interest in financial education, employee benefits, or learning and developmentWhy Join Us:We\u2019re proud to offer a culture that values wellbeing, personal development and balance. As part of the AAG team, you\u2019ll benefit from:Employee Assistance Programme: access to private GP appointments, savings and discounts, gym membership, financial wellbeing tools21 days holiday + annual accrualAccess to funded Private Medical InsuranceFamily Friday

finish early on the last Friday of each monthDaily breakfast in the officeTeam and company-wide social eventsPlease note: All roles at AAG are subject to standard financial and identity checks.Seniority levelNot ApplicableEmployment typeFull-timeJob functionAdministrative, Strategy/Planning, and Project ManagementReferrals increase your chances of interviewing at AAG Financial Education by 2xGet notified about new Relationship Manager jobs in

London Area, United Kingdom .London, England, United Kingdom 2 weeks ..... full job details .....