Financial Services Director

1 day ago


Melbourne, Victoria, Australia MUFG Pension & Market Services Full time
About the Position

We are looking for a Client Relationship Executive to join our team. This role will involve building and managing senior-level relationships to drive client satisfaction while achieving revenue and profit targets.

Key Responsibilities:

  • Develop and implement strategic account plans to align client objectives with MUFG Retirement Solutions' growth goals.
  • Collaborate with clients and internal stakeholders to identify, develop, and convert client strategic objectives into products, solutions, and projects.
  • Manage contracts and build senior-level relationships to drive client satisfaction while achieving revenue and profit targets.
  • Identify and convert strategic opportunities into impactful projects and new revenue streams.
  • Lead and inspire a team, model company values, and collaborate across business units to deliver high-quality client outcomes.
  • Ensure compliance, service quality, and risk management are maintained across all client interactions.
About You

To succeed in this role, you will need:

  • A degree in Business, Commerce, Consulting, or a related field.
  • 7+ years of experience in large, complex environments, including 5+ years in management roles within superannuation or financial services.
  • Proven success in strategic account planning, stakeholder management, and solution selling.
  • Expertise in navigating compliance, legislation, and risk within the superannuation industry.
  • Exceptional communication, negotiation, and public speaking skills.
  • Strong commercial acumen, with experience in budgeting and financial forecasting.

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