IQ-EQ
Financial Services
ClientRelationshipDirector
Neural analysis suggests this role is
optimal for director candidates.
“Client Relationship Director at IQ-EQ. Skills: Client relationship management, New business development. Grow and retain key clients. Grow and retain key business partners”
What You'll Achieve.
Achieve local in/outbound cross-sell targets
Industry & Context.
What They're Looking For.
Must Have
Good knowledge and experience of offshore financial services, Experience of underlying product and service rationales, Experience of technologies and regulatory environments, Effective influencing skills, Ability to lead within own functional area, Awareness and understanding of cross jurisdictional cultural differences, Membership of relevant Financial Institute, Evidence of Continued Professional Development
What You'll Do.
Grow and retain key clients
Grow and retain key business partners
Collaborate with IQEQ teams globally
Collaborate with other IQEQ functions
Collaborate with cross segments
Achieve local in/outbound cross-sell targets
Lead strategic client meetings
Lead regular client meetings
Implement a detailed new business development plan
Deliver strategic goals of the business
Assist Fund Directors in monitoring service delivery
Assist Fund Directors in identifying service delivery strengths
Assist Fund Directors in identifying service delivery weaknesses
Implement effective actions to deepen client relationship
How You'll Work.
Team & Collaboration
IQEQ teams globally; Other IQEQ functions; Cross segments
Communication Scope
Client meetings
Full Job Description
ABOUT IQ-EQ We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. * Responsible for the growth and retention of key clients and key business partners * Collaborate with IQEQ teams globally as well as other IQEQ functions and cross segments to help achieve local in/outbound cross-sell targets * Leads strategic and regular client meetings and updates with the support of Client Services Directors * Responsible for implementing a detailed new business development plan, focused on delivering the strategic goals of the business in respect of new client income * Actively assist Fund Directors in monitoring and identifying the strengths and weaknesses of current service delivery and implement effective actions, which deepen the client relationship ## Qualifications * Good knowledge and experience of offshore financial services and underlying product and service rationales, technologies and regulatory environments * Effective influencing skills and an ability to lead within own functional area * Awareness and understanding of cross jurisdictional cultural differences * Membership of relevant Financial Institute * Evidence of Continued Professional Development ## Additional Information OUR COMMITMENT TO YOU AND THE ENVIRONMENT Sustainability
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