Senior Relationship Job Description
Senior Relationship Duties & Responsibilities
To write an effective senior relationship job description, begin by listing detailed duties, responsibilities and expectations. We have included senior relationship job description templates that you can modify and use.
Sample responsibilities for this position include:
Senior Relationship Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Senior Relationship
List any licenses or certifications required by the position: ICB, PFP, ITIL, PMP, CCEE, CBAP, IIBA, PBA, PMI, LOMA
Education for Senior Relationship
Typically a job would require a certain level of education.
Employers hiring for the senior relationship job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Education, Finance, Economics, Accounting, Management, Business/Technology, MBA, Business/Administration, Real Estate
Skills for Senior Relationship
Desired skills for senior relationship include:
Desired experience for senior relationship includes:
Senior Relationship Examples
Senior Relationship Job Description
- Owns complete end-to-end Sales cycle
- Liaise with external third party stakeholders
- Lead your client
- Extend your client relationships
- The right candidate must provide superior customer service on a day to day basis
- Must be self motivated and disciplined and thrive on uncovering customer needs
- Must have worked in a quota bearing capacity and understand the various stages of the sale cycle
- Must possess the energy, determination and will to aggressively seek new sales opportunities every day
- Will maintain up to date account plans and keep organized records of activities
- Must have excellent verbal, math and written communication skills and be able to present solutions in both small and large group settings
- Manage internal Investment Product & Solutions business relationships, to understand key initiatives, procedures and best practices to help optimize the distinct business’ goals by leveraging external partner resources
- Personal Financial Planning Designation (PFP)
- Maturity level and skill/judgement to be able to deal effectively with managers and senior leaders
- Facilitation and presentation skills, excellent written skills
- 1 year credit exposure
- Minimum 6~8 years of relevant experience in foreign bank
Senior Relationship Job Description
- In collaboration with the AVP and department staff, assists in the development
- Analyze internal and external information to ensure that vendor provided data is accurate, including Fund Net Asset Values and yield information
- Collaborates to coordinate customer interviews to produce various promotional assets/collateral, including customer success stories (web/print), video-based customer interviews, blog articles, e-newsletter
- You will be required to create winning client strategies internal account plans
- Establishes strong working relationships with each partner to proactively resolve all issues
- Cash Management - Liaison with cash operations, provides detailed direction regarding cash application, research and reconcile misapplied or payment issues, would also manage unapplied cash suspense
- Responsible to manage EOL activity with the partners to maximize realization and minimize losses, hit targets
- Grows and maintains a list of qualified centers of influence
- Identifies and attends marketing events that help drive business
- Develops new business relationships consisting of both loan and deposit products
- Good knowledge of new/ relevant regulations in China
- Active Series 7 and 63 are required
- Minimum of seven or more years of industry experience in portfolio management, sales, marketing or relationship management
- Having an existing relevant client network and understanding of Japanese markets is key
- Fluency in English and Japanese and ability to work part of Japan/Boston MA time zone required
- Strong written and oral communication and problem resolution skills are critical, ability to work well with a variety of people at all levels of the organization
Senior Relationship Job Description
- Developing strong and positive relationships with hiring managers and key stakeholders and maintaining a stakeholder matrix to ensure delivery against communication objectives
- Identifying and escalating risk and compliance issues
- Developing a full understanding of the contractual recruitment delivery process and carrying out activities accordingly to ensure that account KPIs/SLAs are met
- Providing recruitment guidance and advice to the Recruitment Sourcing Specialists and Recruitment Coordinators located in the RDC and assisting the Account Director with induction and training of new team members
- Utilizing specialist industry knowledge to assist with the development and ongoing management of pre-qualified Talent Pools in collaboration with the Recruitment Sourcing
- Drives deeper customer engagements within the assigned installed base through a
- Prudently grow and manage the assigned portfolio of client relationships, generating growth in net interest income and loan-related fee revenue
- Achieve a high level of client satisfaction with respect to all credit-related product delivery
- Ensure a high level of risk-rating accuracy at all times within the portfolio
- Ensure the maintenance of a safe, sound and compliant portfolio on an ongoing basis
- The ability to drive and/or assist in the steps necessary to get various strategies implemented
- Bachelor's Degree or equivalent education and 4+ years of outside Business to Business technology sales experience in ‘named’ accounts
- Manage internal Investment Solutions business relationships as we also interface with WiMR, National Sales and Consulting Group on a regular basis to understand key initiates, procedures and best practices to help optimize the distinct business’ goals by leveraging external partner resources
- Previous experience in selling Software and/or Networking solutions
- Ability to understand / speak Mandarin is a must
- He owns the Sales cycle
Senior Relationship Job Description
- Working closely with the marketing teamto provide guidance on how to maximise current and prospective relationships through the use of the CRM
- Establish email performance benchmarks, summarise key insights, and recommend actions to improve email performance
- Ongoing analysis of the CRM systems and ensuring they are fit for purpose and the goals of the organisation
- Define requirements for effective use of the CRM and its infrastructure
- Making sure the CRM is customer focused and working to maximise its effectiveness for sales and distribution
- Working with external agencies and suppliers to ensure the successful delivery of the CRM plan
- Planning, managing and delivering multi-channel, digital CRM marketing campaigns
- Managing risks and issues, dependencies and roadblocks
- Manage and facilitate template updates and changes to ensure emails continue to work across all platforms and devices
- Clear and transparent reporting back to the business of activity
- Minimum 6 years’ experience in Supply Chain or related fields required
- Extensive experience in Supplier Management preferred
- Bachelor’s degree from a four-year college or university (Business, Finance or Economics preferred) and five (5) or more years of related experience and/or training
- Communication – Ensuring that communication channels are open and that information and ideas are flowing in all appropriate directions
- Proficient in Excel, Word, and Microsoft Office Products
- Number of client relationships between 10 and 50
Senior Relationship Job Description
- Develop and share local client and market knowledge, and actively participate to Product Development
- Anticipate impact of local market changes for clients, develop and share knowledge on industry, competition and regulatory developments
- Participate in the design and implementation of new/enhanced products and services within and across locations
- Proactively participates in a joint company-strategic account planning process that develops mutual performance objectives, financial targets, and critical milestones for a one and three-year period
- Owns the contract and contract renewals with existing clients including SOW’s
- Meets targets for profitable growth and expansion, and strategic objectives in assigned accounts
- Achieves defined revenue targets in designated strategic accounts
- Maintains high customer satisfaction ratings that meet company goals
- Meeting annual revenue, business generation, referral and calling goals
- Be an expert in assessing potential clients and transactions with an eye toward safety and soundness
- Ideally, 10 years of experience in financial services, including 8 years of experience in custody operations and 6 years in a client service or relationship management role
- Strong understanding of investment manager middle and back office and post trade execution workflow
- Proven ability to recommend and implement solutions to automate the trade communication and client reporting workflow
- Skills in negotiation, relationship management, leadership, and conflict resolution are necessary to influence and service the relationships
- Complete (oral, written and presentation) communication skills and the ability to foster positive interaction with external and internal parties are needed to sustain maximum levels of effective interaction
- Strong analytical skills and cross functional knowledge are required to identify and evaluate issues/opportunities and implement solutions/process improvements