Overview:
As a Executive Director, you will play a pivotal role in driving revenue growth and strengthening client relationships while exemplifying core company values: Entrepreneurship, Integrity, Customer Service, Teamwork, Respect. You will be responsible for managing client portfolios, maximizing revenue, and ensuring customer satisfaction aligned with company goals.
Key Responsibilities:
- Revenue Generation:
Achieve significant revenue growth as per annual company targets.
Generate a minimum revenue by leveraging client engagement and effective portfolio management. - Client Engagement & Portfolio Management:
Build, nurture, and strengthen client relationships to foster client loyalty and product penetration.
Proactively identify client needs and offer customized solutions to maximize value for both the clients and the organization.
Serve as the primary point of contact for assigned clients, resolving queries and ensuring a seamless customer experience. - Operational Excellence:
Collaborate with internal teams to deliver high-quality and timely service to clients.
Ensure strict adherence to compliance, risk management, and ethical standards.
Maintain up-to-date documentation and accurate client records. - Team Contribution:
Work closely with colleagues to share best practices and support a high-performance culture.
Participate in knowledge sharing, training sessions, and team meetings to drive collective success.
Alignment with Values:
Work consistently with the values of Entrepreneurship, Integrity, Customer Service, Teamwork, Respect to achieve business and personal objectives.
Requirements
Education & Experience:
- Bachelor’s or Master’s degree in Business, Finance, or a related field.
- 10+ years experience in relationship management, wealth management, or a similar client-facing role within the financial services sector.
- Minimum RES 3 cleared, preferably CACS 1 and 2 cleared.
Skills & Competencies:
- Strong track record in achieving or exceeding revenue targets through client acquisition and portfolio growth.
- Excellent interpersonal, communication, and negotiation skills.
- Deep understanding of financial products, markets, and compliance requirements.
- Demonstrated ability to build and maintain trust-based relationships with high-value clients.
- Analytical mindset with attention to detail and sound decision-making skills.
- Ability to work collaboratively as part of a team and independently when required.
Personal Attributes:
- High level of integrity and professionalism.
- Commitment to the organization’s values of Entrepreneurship, Integrity, Customer Service, Teamwork, Respect.
- Proactive, adaptable, and results-oriented.