Commercial Director: Fund Services

The Business Development Director will act as the new and existing client point of contact for all queries and coordinate internal stakeholders to resolve queries with the highest level of client satisfaction. Actively managing client relationships with the client relationship team, achieving revenue targets and drive business P&L.

Job Responsibilities:

The role duties and responsibilities will include but not limited to the following:

• Drive revenue targets by implementing new business development initiatives.
• Identify new clients for the Group.
• Undertake market outreach programs based on strategic initiatives.
• Be the dedicated point of contact and proactively manage the relationships of clients
• Participate in incident, problems, change request fulfilment and act as the advocate for the client in resolutions
• Development, implementation and monitoring of key account service level agreements with assigned clients (SLA’s).
• Action requests from assigned clients and coordinate internal stakeholders to resolve client queries
• Preparation of client reporting for assigned clients on a monthly/quarterly basis as required
• Assist with co-ordinating new product onboardings for existing and new clients
• Contact clients regularly to identify their needs, and to ensure they are satisfied with the received service and cross sell to clients
• Ability to lead face to face meeting with assigned clients.
• Champion service offering and capability amongst existing clients as well as championing cross selling initiatives across service lines
• Build presence and reputation of Apex in the location as cross border specialist
• Administration and maintenance of CRM system to enable efficient communication to existing clients
• Provide regular reports to internal teams on new / exiting funds

Proven Experience & Qualifications:

• Bachelor or Master level degree
• 6-12 years’ experience in funds administration, funds management, a custodian business or within financial services industry.
• Full understanding and experience in optimising the jurisdictional capability within a medium to large professional services organisation working and influencing across product lines and client services
• Ability to effectively engage and influence people
• Problem solving – Experience in troubleshooting all challenges, roadblocks, conflicts in the way of projects execution well in time and finding alternate solutions to protect the Organizational Interests.
• Resolves issues with internal & external customers, staff & vendors

Skills Required:

• Ability to work well under pressure;
• Strong collaborative approach and team player;
• Strong communication and analytical skills;
• Strong customer service focus
• Strong relationship management skills
• Strong communication skills both oral and written;
• Flexibility to adapt in a fast paced, evolving environment;
• Ability to work manage own timeline and prioritise tasks so as to meet client/internal deadlines;

Additional information:

We are an equal opportunity employer and ensure that no applicant is subject to less favorable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, sexual orientation, socio-economic.. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please https://www.apexgroup.com/corporate-social-responsibility/