リレーションシップマネージャー/ Relationship Manager

A leading private investment banking organisation is looking for a Relationship Manager. The chosen candidate will be responsible for strengthening existing client relationships, ensuring satisfaction, maximising profitability, and expanding product adoption.

Responsibilities:

• Ensure Relationship Excellence (RE) with existing clients
• Serve as the client advocate at a strategic level, ultimately responsible for client satisfaction and ensuring top rankings in industry surveys
• Continuously expand knowledge of the Investor Services industry, as well as sales, relationship management, and operational processes
• Play an active role in the research and presentation of practices, data, and trends to assist in the delivery of all communication with clients and prospects
• Grow revenue with assigned clients or prospects
• Coordinate cross-selling activity with Client Service Manager, product specialists, Ops, and Systems and oversee deals
• Identify and coordinate innovative and integrated solutions to address clients' strategic challenges using multiple products and services
• Evaluate existing client relationships and identify new revenue streams through active communication and collaboration with CSM, Ops, and Systems
• Promote products and services throughout the industry and position the company for long-term opportunities
• Remain knowledgeable of changing industry initiatives, regional and global market practices through presentations, work sessions, and personal effort
• Develop and maintain detailed relationship/sales plans and RE analysis for individual clients or prospects
• Monitor and track clients and/or prospects by developing an in-depth knowledge of their 1, 3, and 5-year business strategy, key imperatives, organisational changes, and related activities
• Monitor development and progress against relationship or sales plans and RE action steps for clients or prospects
• Actively track and communicate client and marketing intelligence back to appropriate company resources and colleagues

Requirements:

• Bachelor’s degree or equivalent (MBA is a plus)
• 5-7 years of global custody or related industry experience
• Global custody product knowledge, including cross-product knowledge
• Strong communication skills with demonstrated presentation skills and excellent writing ability
• Ability and willingness to travel

Preferred Requirements:

• Knowledge of foreign markets
• Business level English

About the Company:

Based in the United States, this company is one of the leading private investment banking organisations across the globe. Its solutions and thought leadership have benefited a variety of clients for almost two centuries.

Keywords:

金融サービス, 銀行, 投資, 外資系

Job Ref: JB9PV4