Client Development Trainee

MISSION

The Client Development team supports Global & Regional Sales, and Trading and M360 Heads in driving steady increases of wallet shares and client profitability with target clients, through client forums, client prioritization, client planning and survey intelligence.

The Client Development team ensures:

• Analysis of internal and external data to identify business growth opportunities
• Ensure we are delivering on our KPIs to support the client strategy and roadmap
• Support to team specialists in London, New York and Hong Kong to be more rigorous on the sales process globally, providing all the necessary information and tools to drive accurate business decisions
• Promotion and contribution to report automation for a greater level of client intelligence and information-sharing
• Data accuracy and integrity across multiple data streams and dashboards

RESPONSIBILITIES

• Produce relevant and added value reports and documentation, to be used in regional and global client reviews
• Leverage on the data available, internal or external, to provide useful insights on business performance
• Promote automation of Client Development deliverables, in partnership with the business and the IT teams
• Foster streamlining of processes
• Supervise, assure and promote client data quality in an efficient way
• Promote the usage of Client Development’s reports and Client Relationship Management tools

TECHNICAL SKILLS AND QUALIFICATIONS REQUIRED FOR THE ROLE

·An overall understanding and interest in the financial world

·Strong interpersonal skills and a structured, methodical approach

·Results oriented with track record of achieving established targets

·Interest in process improvement

·Strong communication skills, verbal and written in both native and English languages

·Ability to translate technical into business terms, and vice-versa

·Organizationally sensitive and a team player

·Ability to prioritize by considering possible impact on the business

·Passion, tenacity and resilience in an ever changing environment

·Strong Excel and PowerPoint knowledge

·Basic knowledge of Python

·Basic knowledge of Data Viz Tools (Tableau, Power BI)

CONDUCT

·Be a role model, supporting and fostering a culture of good conduct

·Demonstrate proactivity, transparency, and accountability for identifying and managing conduct risks

·Consider the implications of your actions on colleagues