Job Description
To manage a client portfolio through the cultivation of strong, enduring relationships, delivering trusted, sector-specific treasury guidance, and offering tailored investment solutions that align with client needs and enhance their overall experience. Additionally, to maximize cross-selling opportunities and drive portfolio investment sales revenue in accordance with the Retail business’s sales strategy, while adhering to defined risk parameters and regulatory standards.
Manage proposals, pitches, contract negotiations, and deal amendments to grow the overall regional portfolio. Work closely with Client Execution and Trading Desks to assist in all aspects of deal execution including market and financial due diligence, providing structured pricing, ensuring fair spreads and maximum value to clients, to achieve targets, manage risk and deliver exceptional client experience.
Lead development and maintenance of an investments client database. Conduct regular portfolio reviews to identify and manage client retention, lost clients and year-on-year revenue and turnover variances. Prepare and submit client portfolio reports to drive informed decision-making. Reduce portfolio concentration risk by diversifying revenue, clients and products where applicable.
Stay abreast of news, developments, research and insights on the client portfolio, market conditions, regulatory environment, competitors and client base (e.g. existing and potential), to ensure relevant amendments to plans and targets.
Qualifications
Type of Qualification: First Degree
Field of Study: Business Commerce, Finance, Economics or any other relevant field.
Professional Certification: ACI dealing Certificate
Experience Required
5-7 years
- Seasoned experience in client relationship management with a demonstrated track record applying judgement, best practice and business knowledge to solve complex problems and improve processes.
- Demonstration of advanced communication skills and the ability to adapt communication style based on the target audience.
- Experience planning for self and team in line with defined objectives to achieve sales targets.
- Experience in continuously monitoring client portfolios, market conditions, regulatory changes, competitor activity, and client insights to inform strategic adjustments to business plans and targets. Proven ability to leverage research and market intelligence to ensure responsiveness and relevance in client engagement and investment planning
- Experience in financial markets and multi-asset class investments, with a strong ability to analyze market trends and deliver tailored investment solutions across asset classes sand structured products.
Additional Information
Behavioural Competencies:
- Generating Ideas
- Articulating Information
- Providing Insights
- Seizing Opportunities
- Showing Composure
- Making Decisions
- Convincing People
- Upholding Standards
- Client engagement
Technical Competencies:
- Business Insights
- Client Business Case
- Understanding of market Trends
- Sales, Cross-Selling and Marketing Skills
- Product and Services Knowledge
- Risk/ Reward Thinking
- Portfolio Management
- Stakeholder Management