Job Description
To manage a client portfolio by building, maintaining and deepening client relationships, providing trusted advice, and selling fit for purpose products and services that meet client needs and achieve exceptional client experience. To optimise cross-selling opportunities and portfolio Flow sales revenue in line with the GM Flow Sales and structured products strategy and defined risk parameters and regulatory requirements.
Qualifications
Type of Qualification: First Degree
Field of Study: Business Commerce or related field
Experience Required
3-5 years
- Demonstrate evidence of knowing how to influence the value chain and key handover points to better enable client experience/product performance
- Demonstrate evidence of a deeper understanding of broad range of products
- Demonstrate evidence of knowing how to Integrate across asset classes
- Demonstrate evidence of knowing how to leverage client relationships more broadly Demonstrate evidence of existing client networks.
Additional Information
Behavioural Competencies:
- Articulating Information
- Developing Expertise
- Following Procedures
- Generating Ideas
- Interacting with People
- Interpreting Data
- Team Working
- Thinking Positively
- Upholding Standards
Technical Competencies:
- Deal Negotiation
- Financial Acumen
- Financial Industry Regulatory Framework
- Product and Services Knowledge
- Sales Planning and Reporting
- Technology Savvy
- Verbal Communication