Northern Trust
Financial Services
DirectorofClientDevelopment,GlobalFamilyOffice
“Director of Client Development, Global Family Office at Northern Trust. Skills: Client development, Sales, Relationship management. Source new business opportunities. Close new business opportunities”
Industry & Context.
Analytical skills
What They're Looking For.
Must Have
7-10 years trust/investment sales, 7-10 years relationship management
Nice to Have
Bachelor's Degree preferred, Experience with Single Family Offices, Experience with Private Trust Company, Experience with Private Investment Office
What You'll Do.
Source new business opportunities
Close new business opportunities
Establish referral source network
Represent Global Family Office business
Develop market growth strategy
Take ownership of client opportunities
Collaborate with various teams
Develop rapport with prospects
Arrange meetings with prospects
Consult internal partners
Maintain understanding of local laws
Maintain understanding of regulations
Maintain periodic client contact
Assist with market strategy
Assist with competitor analysis
Represent Global Family Office at events
Establish working relationships with international teams
Abide by risk standards
Abide by compliance standards
Identify prospective clients
Profile prospective clients
Discover prospective clients
Differentiate products
Utilize business contacts
Utilize personal contacts
Follow up with clients
Follow up with advisors
Develop fee proposals
Source new opportunities
Research competitive market
Assist with partner development
Assist with advisor development
Assist with internal reporting
Assist with internal presentations
How You'll Work.
Team & Collaboration
Collaborate with various teams; Collaborate with international teams; Consult internal partners
Communication Scope
Oral communication; Written communication
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