Director of Client Development
3 weeks ago
Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.
Role SummaryWe are seeking a highly motivated and experienced professional to lead market development efforts for our Global Family Office (GFO) business in Hong Kong. The successful candidate will be responsible for sourcing and closing new business opportunities across global custody, asset administration, capital markets, investments, technology, and other family office solutions.
Key Responsibilities- Takes ownership of prospective client opportunities from internal and external referral sources
- Collaborates with various teams across Northern Trust, ranging from Capital Markets, Asset Servicing, Global Fund Services, and Asset Management
- Develops rapport with prospects (and other influencers) and arranges meetings to drive the sales process
- Responds to various inquiries and consults internal partners across Northern Trust business units for additional product/service information when necessary
- Maintains periodic contact with clients who may serve as references and/or referral sources
- Assists the GFO leadership team with market strategy, competitor analysis, and other development needs
- Represents Northern Trust's Global Family Office at relevant prospect/COI events
- Establishes strong working relationships and collaborates with other international teams across the enterprise
- Respects and abides by risk and compliance standards and processes established by the enterprise
- Assumes responsibility for leading, end-to-end, the sales process (identification, profiling/discovery, product positioning/differentiation, closing, and onboarding)
- Utilizes business and personal contacts to identify prospective clients and advisor networks
- Follows up with prospective clients and their advisors to initiate meetings
- Responds to questions, orchestrates RFP responses, develops fee proposals, and consults internal Northern Trust stakeholders for additional product/service information
- Utilizes tools and other resources to source new opportunities and research the competitive market landscape
We are looking for a driven, self-starter with excellent analytical, interpersonal, and sales skills. The ideal candidate will have a deep understanding of Northern Trust's products and services across the enterprise and be able to relate individual prospect situations to specific solutions.
Necessary Experience & EducationThe successful candidate will have a Bachelor's Degree and 7-10 years of trust/investment sales and (or) relationship management experience. Prior experience in working with Single Family Offices, Private Trust Company, Private Investment Office prospects/clients is preferred.
Working with UsNorthern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at .
We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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