About
Job Purpose: The individual will act as Service Director to an assigned list of relationships with the responsibility of ensuring a high level of client service through a specific governance model. They will also be responsible for supporting the acquisition of new clients to assist in achieving the business's revenue growth targets. The successful candidate will have an excellent understanding of all aspects of custody services and be able to offer solutions to enhance the customer’s experience. Knowledge of Fund Administration would be beneficial.
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Key Accountabilities
- Own the day-to-day operational relationship with an assigned list of clients.
- Develop a deep understanding of assigned client relationships to ensure we deliver the highest level of service, working closely with Operations.
- Manage enquiries and automate processes to increase efficiencies across the client base.
- Maintain strong relationships with client decision makers to ensure we retain and grow the client business.
- Understand the Securities Services products, market practice, and regulations to strengthen client relationships and help grow revenue.
- Maintain Service Plans and Client Profiles, including a comprehensive calling program on relevant stakeholders.
- Work with the Head of Client Management to assist in the acquisition of new clients for the Securities Services business.
- Participate in the preparation of commercial proposals and presentation materials.
- Efficiently manage the sales pipeline to ensure appropriate tracking of deals and oversee the successful conversion of pipeline deals.
- Onboard new relationships to Securities Services through a defined implementation plan.
Qualifications & Experience
- Minimum Qualification: A degree in a relevant discipline, qualification in Business Management.
- Minimum Experience: Deep knowledge of the custody business and at least 5 years’ experience in securities services and/or banking industry.
- At least 3 years in a relationship, sales, client services, or custody operations role within a large multi-faceted organization ideally within the financial services industry or market-related.
- Mature interpersonal skills, and broad experience in managing senior client contacts in a commercial context.
- Excellent team building, diplomacy, and influencing skills.
- The drive and tenacity to overcome obstacles and a track record of delivery and being able to increase revenue from new and existing relationships.
- Knowledge of Fund Administration services will be beneficial.
