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Director, Securities Services 117 views


  • Increase the relationship revenue of assigned clients by gaining a deep understanding of their business and positioning new tailored solutions.
  • Maintain and develop strategic relationships with senior client decision makers.
  • Maintain a Strategic Account Plan for each client including a comprehensive calling program on relevant stakeholders.
  • Oversee and direct the operational service provided by the Operations and Client Service teams to ensure it consistently meets client expectation.
  • Work closely with the sales team to independently acquire new clients for the Securities Services business.
  • Efficient management of the sales pipeline to ensure appropriate tracking of deals
  • Participate in the preparation of commercial proposals and presentation materials
  • Oversee the successful conversion of pipeline deals and act as an escalation point for the client between Operations and Account onboarding team
  • Understand the market practise and regulations relating to the regional and international markets and their impact on client business.
  • Support assigned clients due diligence visits, questionnaires, RFPs & RFIs and ensure delivery to the Service level agreements in place.
  • Oversee client Service Level Agreements and ensure that the Operations team have mechanisms to effectively report any non-adherence to the SLA.



Minimum Qualification:

  • Incumbent at this level is expected to have a Degree in a relevant discipline, qualification in Business Management;

Minimum Experience:

  • Job holder must have a deep knowledge of the custody business and at least 5 years’ experience in securities services and / or banking industry.
  • 3 years in a relationship, sales or client services role within a large multi-faceted organisation ideally within the financial services industry or market related;
  • Mature interpersonal skills, and broad experience in managing senior client contacts in a commercial context.
  • Excellent team building, diplomacy, and influencing skills
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