Sr Wealth Strategist, GFO
Who we are
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. What we do
Northern Trust's international business has grown dramatically over the last decade. Some of our largest clients are located in Asia and Australia, which represents a rapidly growing client base for the company. Since 1986, we have been serving clients in Asia-Pacific (APAC), including corporate pension funds, investment managers, insurance companies, government agencies, family offices and corporations. Our intricate understanding of the region allows us to provide unique insights and strategic perspectives to our clients. Currently, we have client offices in Beijing, Hong Kong, Melbourne, Singapore, Seoul, Tokyo and Kuala Lumpur. What you will do
This business development role will be responsible for raising the profile of Northern Trust in the target market above and generating sales. The role is strategic and commercially critical and the successful sales person will be happy to achieve a target of $ 1mn in sales annually if not more.
The role has two components - sales and marketing and the responsibilities include
o Presenting the bank's full range of multi- product asset servicing capabilities - including global custody, fund servicing, Fiduciary, technology solutions, Risk & Performance and associated x sell services
o Liaising closely with Northern Trust Asset Management to develop mutual opportunities
o Identifying and building a pipeline of significant prospect opportunities with primary focus being applied to profitable sales opportunities with annualised income of greater than $100k per annum
o Creating and leading deal teams to work on complex and sometimes multi-faceted technical and relationship-orientated sales
o Working closely with senior management, local relationship management, operational and product teams throughout each prospect sale
o Converting prospects into significant revenue generating clients
o Cross-selling the bank's other products, services and capabilities to prospective clients - including investment management, FX, brokerage and transition management
o Working closely with Product Development staff in the USA and UK servicing centres to co-ordinate the development and promotion of product lines and capabilities.
o Promoting the bank' capabilities as the 'industry expert' through round tables, conferences, media and hospitality events
o Writing or assisting in the writing of articles, editorials and product features about the bank's capabilities for investment managers
o Providing input and direction in respect of product-specific and strategic marketing materials
o Liaising with consultants, centres of influence and the investment community to promote the bank's name and products in the UK, Europe and Globally
o Networking through industry contacts and events Your qualifications and skills
o Good examples of closing profitable mandates with annualised income in excess of $100k
o Experience gained in a senior sales position in family office sector
o Understanding of working within Global organisation
o Experience engaging at CXO level
o Knowledge of the APAC regulatory environment and issues facing estate planning and structuring
o In depth knowledge of Asset Servicing, Fiduciary and Investment product
o A technical understanding of on-shore and off-shore vehicle types
o People management experience both directly and indirectly The competencies we will be assessing for include
- Presentation and communication skills
- Influencing skills
- Sales cycle management - origination to close
- Network development, internal and external
- Project management
- Stakeholder management
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!
We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and ethical companies. Build your career with us and apply today!
Want to learn more about our company? Visit www.northerntrust.com