Purpose of the role
To develop and execute sales strategies to generate new business, maintain and grow relationships with existing clients, and achieve revenue targets.
Accountabilities
- Development and maintenance of relationships with clients, understanding their financial needs and objectives.
- Presentation and pitching of financial products and services to clients, tailored to their requirements.
- Liaison between clients and internal teams, ensuring smooth execution of client requests.
- Stay updated on market trends, financial products, and industry regulations.
- Collaboration with research analysts and other teams to provide clients with insights and market updates.
- Negotiation of terms and agreements with clients to finalize sales transactions.
Director Expectations
To manage a business function, providing significant input to function-wide strategic initiatives.Manage the direction of a large team or sub-function, leading other people managers and embedding a performance culture aligned to the values of the business.Provide expert advice to senior functional management and committees to influence decisions made outside of own function.Manage, coordinate and enable resourcing, budgeting and policy creation for a significant sub-function.Escalate breaches of policies / procedures appropriately.Foster and guide compliance, ensuring regulations are observed and relevant processes are in place to facilitate adherence.Focus on the external environment and influence on behalf of the company when appropriate.Demonstrate extensive knowledge of how the function integrates with the business division to achieve overall business objectives.Maintain comprehensive knowledge of industry theories and practices alongside up-to-date relevant sector knowledge.Use interpretative thinking and advanced analytical skills to solve problems and design solutions in complex situations.Exercise management authority to make significant decisions within own area.Negotiate with and influence stakeholders at a senior level both internally and externally.Act as principal contact point for key clients and counterparts in other functions / business divisions.All Senior Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver consistently excellent standards.
All colleagues will be expected to demonstrate the company values of Respect, Integrity, Service, Excellence, and Stewardship.
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