Independently manages a portfolio of existing clients or prospects, focusing on client satisfaction, relationship building and responsible business growth that is compliant, of acceptable risk and profitable.
Serves in a consultative role to clients and prospects, advising leadership on the best way to achieve their short- and long- term strategic objectives through the firms solutions.
Assists small to moderately-sized clients/prospects of limited complexity with standard product needs.
May assist a more senior Business Development colleague on large or complex accounts to gain breadth/depth of knowledge.
May also pursue advantageous strategic partnerships with third parties in order to better respond to client/prospects needs.
May be responsible for executing trades in certain businesses.
Performs in-depth industry research and maintains an understanding of the market environment, including short- and long-term trends, competitor offerings, regulatory developments etc. in order to achieve account growth or new accounts.
Generates leads from within existing client accounts or as a results of industry research, prospecting. For some business units, leads may originate from direct inquiries from prospects. Client/prospect contacts could be advisors/individuals or institutional leaders.
Consults with clients/prospects on their strategic vision and applies an understanding of the firms solutions and value proposition to help them achieve that vision.
Within standards/limits established by BD leaders, develops a negotiation strategy and position to align client/prospect needs to firm offerings.
Closes new prospects or new client arrangements by structuring deals (pricing, contract terms, etc.) that achieve optimal terms for both the client and the firm within assigned parameters.
Ensures deals and related activities are compliant with all regulations.
Follows up with firm-wide resources (marketing, legal, compliance, etc.) to gather needed information required to finalize a proposal/deal.
Work closely with related teams (RMs, AMs, CSD) and other firm-wide resources (marketing, legal, compliance, etc.) to ensure all risk management/compliance activities relevant to business development, relationship management, and/or account management activities are conducted and captured.
Tracks and reports on business development, relationship management, and/or account management results for assigned area (geographic, business/industry category, product category, etc.)
Provides guidance to less experienced business development, relationship management, and/or account management roles as needed.
Responsible for business development, relationship management, and/or account management within assigned area (geographic territory, product category, business/industry category/segment, etc.).
Typically pursues small to moderately-sized prospects with limited complexity.
职位要求：
Bachelor degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
5-7 years of total work experience preferred.
Financial Services experience with a particular client type or product preferred as is prior experience in a related customer-facing role, Sales Support, Global Capital Markets or Product Management
A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant region is preferred.
As global firm, bi-lingual capabilities (English and Mandarin) are helpful as is an understanding of local/cultural nuances important for client trust.
