Job Description
Responsibilities:
- Provide professional guidance to new and existing partners
- Develop the indirect business for the company, based on targets set by Senior Management
- Source, acquire and maintain IB relationships for the company
- Making suggestions and priorities to improve IB value proposition, whilst taking responsibility where possible to implement necessary changes for improvement
- Identifying new potential partners via channels such as LinkedIn, as well as the existing client base
- Negotiating and renegotiating terms with existing IBs/Affiliates, to ensure maximum output whilst remaining competitive in the space
- Arrange meetings, directly or remotely with new or existing relationships
- Travelling to locations where necessary, such as IB events and expos
- Provide basic troubleshooting and support for any issues experienced by partners as first point of call, whilst understanding relevant escalation channels where necessary
- Coordinating with team of Business Development Managers, actively offering support where required
- Ensure Head of Partnerships is aware of any roadblocks or opportunities faced by the team. Act proactively to provide solutions
- Stay informed about the financial markets in order to spot trends, look for new opportunities and establish credibility with our Partners by understanding their requirements
- Work within CRM guideline to log and organise IB sales pipeline
- Provide weekly updated to Head of Partnerships with regards to sales pipeline and progress
- Follow business expense protocol for any out of office events such as seminars or other client meetings
Skills and Competencies:
- Excellent Interpersonal skills
- Ability to problem solve quickly
- Ability to cultivate meaningful relationships and work effectively with cross-functional teams while remaining decisive and displaying sound judgment
- Maintain professionalism with all internal and external communication
- Proficient in MS Office (Word, Excel, PowerPoint, Outlook)
Educational / Experience Requirements:
- Minimum of 5 years retail and/or institutional sales experience within financial markets
- Excellent English oral communication skills are mandatory
Personal Specification:
- Educational skills and techniques
- Team player
- Self-motivated
- Organised
- Adapting in different cultures of people with different personalities