Overview
We are seeking a Global Securities Services Sales & Client Relationship Associate Lead to join our team. This role is responsible for offering and selling post-trade services to institutional clients, depositary, and transactional services to issuers. Our primary goal is to provide exceptional securities services, with a value proposition built on three pillars: global reach with local expertise, tailored innovation, and cutting-edge technology focused on efficiency.
Responsibilities
* Business Strategy: Collaborate with the Sales Manager to define and execute the business strategy. This includes establishing and following up on business plans and financial forecasts.
* Client Relationship: Actively manage a portfolio of clients, ensuring the retention of existing business and expanding our custody and depositary client base.
* Sales: Proactively identify and generate new business opportunities. This involves visiting and calling on clients, as well as preparing and updating presentations, brochures, and other marketing materials.
* Cross-Selling: Promote dialogue between product specialists and clients to maximize cross-selling opportunities.
Operational Coordination
* Coordinate with the FX Desk for the execution of spot FX trades related to client securities activities.
* Monitor the Global Securities Services Profit & Loss account.
* Collaborate with the Tax Reclaim Specialists and other departments to coordinate the provision of post-trade services.
* Supervise and verify the customer billing process.
* Support Back and Middle Office teams in resolving client queries and claims.
Others
* Stay updated about regulatory changes and their impact on our services, and communicate these changes to clients promptly.
* Supervise and coordinate with Legal CIB on updating and drafting custody and depositary contracts.
* Report periodically to the Sales Manager, evaluating key performance indicators.
* Documentation: Prepare and participate in RFPs (Requests for Proposal), Due Diligences, and Service Level Agreements (SLAs).
* Attend securities’ international forums and participate in working groups of international players in the institutional custody field.
* Oversee customer’s participation in surveys for specialized media like Global Custodian or Global Investor
Requirements
* +6 years previous experience.
* High level of English is mandatory (C1 level).
* Good presentation skills with the ability to negotiate and find the middle ground between parties.
* Well organised and methodical.
* Able to work under pressure and meet deadlines.
* A team player but also able to take the initiative and lead projects.
* Must have an opinion and provide criteria.
* MIFID II minimum qualification EFPA European Investment Assistant (EIA) or equivalent
* Bachelor\'s or Master’s Degree in Business Administration, Economics, Law, Engineering, or related disciplines.
Location: Madrid, Community of Madrid, Spain
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