Strategic Relationship Development Professional

3 days ago

Sydney, New South Wales, Australia beBeeInstitutional Full time $100,000 - $150,000

As a key player in our organization, you will be responsible for building and maintaining relationships with institutional clients and prospects in Australia & New Zealand.

Job Description

This role involves working closely with relationship managers to pursue and maintain client relationships, monitor satisfaction, and provide timely and accurate responses to client requests.

  • Resolve problems efficiently, ensure contract and operational compliance, and mitigate risks.
  • Conduct research to prepare client engagement opportunities.
  • Develop and deliver market environment and strategy presentations to new and existing clients in conjunction with portfolio specialists.
  • Support the business plan for the institutional team through strategic research and market intelligence.
  • Assist in creating, monitoring, and revising lead generation plans to develop new revenue pipelines.
ResponsibilitiesClient Service Support

Handle client requests, including preparing customized deliverables to address specific questions. This may involve preparation of presentations, meeting or conference call setup, follow-up from client and prospect meetings, collation of performance information, etc.

Client & Prospect Responsibility

Work with marketing and shared services teams to draft materials for requests for proposal, client pitches, etc. Keep abreast of client relationship activity occurring throughout the firm to support responses to inquiries.

Generate new leads through client and market research. Initiate and develop relationships with assigned clients and business prospects to obtain meetings and deliver presentations on products and services. Grow knowledge of assigned clients, their sensitivities, and business needs that impact decision-making.Research

Conduct and develop market and product research in support of the Australian & NZ planning process.

  • Independently conduct market and industry research aligned with applicable regulatory requirements, industry trends, and competitor services/offerings and synthesize data.
  • Conduct research to support the development of client-specific sales strategies and material generation.
  • Analyze the effectiveness of current initiatives.
  • Complete assigned action plan implementation tasks and may assign implementation activities to less experienced professionals.
  • Perform a range of analyses of data, trends, plan changes, and strategies to keep up-to-date with sales/relationship performance.
Account Take On

Provide support to various aspects of the sales and account take-on process as directed by senior client-facing professionals. Serve as liaison with shared services to resolve any issues, clarify client requirements, and provide quality control throughout the process.

Event Planning

Work with the relationship managers team, marketing, and TRP shared services to coordinate research, planning, and execution of brand-building activities in connection with industry conferences, TRP institutional road shows, and other similar events.

Qualifications

A university degree or equivalent is preferred, along with 5+ years of total relevant work experience.

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