Northern Trust

Financial Services

DirectorofClientDevelopment,GlobalFamilyOffice

A$245–350k ~AI est. Melbourne, Victoria, Australia FULL TIME
The Brief

“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.

Financial Services
Problems you'll solve

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

Free ATS check

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