Sales and Relationship Management, Portfolio Solutions

State Street Functional Job Title: Sales and Relationship Management, Portfolio Solutions, APAC Reports To: Head of Portfolio Solutions, APAC Division: State Street Global Markets Department Portfolio Solutions BASIC PURPOSE: The role would manage client relationships and sales activities for Portfolio Solutions in Australia and across
State Street

Functional Job Title:

Sales and Relationship Management, Portfolio Solutions, APAC

Reports To:

Head of Portfolio Solutions, APAC

Division:



State Street Global Markets

Department

Portfolio Solutions

BASIC PURPOSE:

The role would manage client relationships and sales activities for Portfolio Solutions in Australia and across Asia Pacific.They would work with superannuation, pension, sovereign and investment management clients, providing transactional and research advisory solutions.

Responsibility includes coverage and maintainance of existing client relationships. The person would be responsible for cross selling other Portfolio Solutions products to existing clients and cross selling and introducing relationships to other State Street Divisions.

The role is responsible for sales across Portfolio Solutions to prospective clients and ensuring that Portfolio Solutions and State Street has the right level of engagement, exposure and conversations with key prospects. The person will actively utilize the research resources available within State Street to develop and enhance relationships and lead clients to further develop their relationship with State Street.

They would also be involved in formulating the client and product strategy for Portfolio Solutions in Asia Pacific and provide regular input into the strategic direction for Portfolio Solutions globally.

Internal stakeholders include the internal transition management, exposure solutions, currency management and execution teams to develop and service client relationships. The person will work with the State Street support functions to manage our client’s priorities and our internal initiatives.

2. REQUIREMENTS:

Education / Experience / Skills

  • Bachelors degree or equivalent
  • Advanced training in finance
  • 10-15 years experience in financial markets
  • Multi-Asset class experience
  • Obtains all local and international licensing
  • Management of team in multiple locations

    The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.