At Strutt & Parker we strive to provide exceptional service to our clients. We offer ongoing training and development to support you throughout your career and keep you up to date with the latest legislation and compliance – giving you the platform and the opportunity to expand on your skill set.
Due to our significant growth plans we have a number of exciting opportunities to join our Sales teams in PCL. Prior experience of working in Prime Central London is essential.
Key Skill
- Excellent negotiating / pitching skills and rapport building skills
- Possess a composed manner in order to be able to work under pressure
- Good time management and ability to prioritise workloads
- Accuracy and attention to detail
- Excellent communication skills – must be capable of building and maintaining good relationships with team members, other colleagues, clients and agents
- Confident manner with clients and the team
- An understanding of confidentiality issues and the use of discretion
Experience
- Proficient in the use of Word, Excel & PowerPoint
- Previous PCL experience
- Previous experience of working to deadlines
- Health & Leisure: Health Cash Plan, up to 30 days annual leave + public holidays (the option of purchasing up to 5 additional days via flex benefits), health screening, gym discounts, wellbeing support, volunteering opportunities, cycle to work scheme, eye care voucher, travel & retail discounts, travel insurance, concierge service, kids pass, open fairways golf card, great company culture and social events (including sports teams, charity events, art pass), perks at work
- Financial: Pension, company car allowance, life assurance at 8 x basic salary, group income protection, long term disability insurance, interest free season ticket loan, bonus scheme – you will be eligible to participate in the Company’s Bonus Scheme, share incentive plan, financial and mortgage advice
Strutt & Parker is committed to providing a work environment that fosters diversity, inclusion, and equal employment opportunity without regard to race, colour, gender, age, creed, sex, religion, national origin, disability (physical or mental), marital status, ancestry, sexual orientation, gender identity and gender expression, or any other legally protected status.
The role
An outstanding opportunity has arisen to become a key member of the Rural Land Management and Consultancy team in Harrogate.
The team undertake the management of Rural Estates and offer a range of professional rural advice, their technical excellence ensures an impressive client base and they advise on some of the most prestigious clients in the area. The role will be a blend of Estate Management and professional working within a team.
Responsibilities
• Acting as principal agent for a selection of key estate management clients
• Undertaking estate and farming business reviews
• Handling diversification projects
• Assisting clients with the promotion of strategic land
• Secured lending and other professional valuations
• Managing and leading a high performing team
• Maintaining a strong and prestigious client base
Key Skill
• Competent and experienced MRICS qualified rural surveyor with experience of delivering work across a range of projects.
• Demonstrate team leadership potential, capable of building relationships with existing and new clients and generating new opportunities.
• Possess a composed manner in order to be able to work under pressure
• Good time management and ability to prioritise workloads
• Ability to meet deadlines
• Accuracy and attention to detail
• Excellent communication skills – must be capable of building and maintaining good relationships with team members, other colleagues and clients.
• Confident manner with clients and the team
• Flexible approach to work and hours undertaken
• An understanding of confidentiality issues and the use of discretion
Person specification
Qualifications:
• Educated to GCSE level or equivalent as a minimum
• Must hold full, valid driving license
Experience
• Proficient in the use of Word, Excel & PowerPoint
• Previous experience of working to deadlines
• Managing a team
We are proud to offer award-winning benefits to support and reward our employees:
- Heath & Leisure: Private medical cover, 27 days annual leave + public holidays (the option of purchasing up to 5 additional days via flex benefits), health screening, gym discounts, wellbeing support, volunteering opportunities, cycle to work scheme, eye care voucher, travel & retail discounts, travel insurance, concierge service, kids pass, open fairways golf card, great company culture and social events (including sports teams, charity events, art pass), perks at work
- Financial: Pension, company car allowance, life assurance at 8 x basic salary, group income protection (long term disability insurance), interest free season ticket loan, bonus scheme – you will be eligible to participate in the Company’s Bonus Scheme, share incentive plan, financial and mortgage advice
Strutt and Parker is committed to providing a work environment that fosters diversity, inclusion, and equal employment opportunity without regard to race, colour, gender, age, creed, sex, religion, national origin, disability (physical or mental), marital status, ancestry, sexual orientation, gender identity and gender expression, or any other legally protected status.
The role
An outstanding opportunity has arisen to become a key member of the Rural Land Management and Consultancy team in Northallerton.
The team undertake the management of Rural Estates and offer a range of professional rural advice, their technical excellence ensures an impressive client base and they advise on some of the most prestigious clients in the area. The role will be a blend of Estate Management and professional working within a team.
Responsibilities
Key deliverables
• Acting as principal agent for a selection of key estate management clients
• Undertaking estate and farming business reviews
• Handling diversification projects
• Assisting clients with renewable energy projects and development opportunities
• Secured lending and other professional valuations
Responsibilities
• Managing and leading a sub-team as part of a larger high performing team
• Maintain a strong client base
Key Skill
• Competent and experienced MRICS qualified rural surveyor with experience of delivering work across a range of projects.
• Demonstrate team leadership potential, capable of building relationships with existing and new clients and generating new opportunities.
• Possess a composed manner in order to be able to work under pressure
• Good time management and ability to prioritise workloads
• Ability to meet deadlines
• Accuracy and attention to detail
• Excellent communication skills – must be capable of building and maintaining good relationships with team members, other colleagues and clients.
• Confident manner with clients and the team
• Flexible approach to work and hours undertaken
• An understanding of confidentiality issues and the use of discretion
Person specification
Qualifications:
• MRICS qualified – preferably Rural pathway
• CAAV membership/qualification an advantage.
Experience
• Proficient in the use of Word, Excel & PowerPoint
• Previous experience of working to deadlines
We are proud to offer award-winning benefits to support and reward our employees:
- Heath & Leisure: Private medical cover, 27 days annual leave + public holidays (the option of purchasing up to 5 additional days via flex benefits), health screening, gym discounts, wellbeing support, volunteering opportunities, cycle to work scheme, eye care voucher, travel & retail discounts, travel insurance, concierge service, kids pass, open fairways golf card, great company culture and social events (including sports teams, charity events, art pass), perks at work
- Financial: Pension, company car allowance, life assurance at 8 x basic salary, group income protection (long term disability insurance), interest free season ticket loan, bonus scheme – you will be eligible to participate in the Company’s Bonus Scheme, share incentive plan, financial and mortgage advice
Strutt and Parker is committed to providing a work environment that fosters diversity, inclusion, and equal employment opportunity without regard to race, colour, gender, age, creed, sex, religion, national origin, disability (physical or mental), marital status, ancestry, sexual orientation, gender identity and gender expression, or any other legally protected status.
The role
The Client Accountant is responsible for ensuring the Client Accounting and Financial Reporting for our Client(s) is managed in an effective and timely manner in accordance with Client requirements.
The objective of the role is to:
• Ensure that all Client and property accounting services are delivered to a consistently high standard and to the service levels required by the Client;
• Maintaining complete and up to date records and financial management, including applying accounting regulations, query management, service charge management, reconciliations, capex, opex and other Client specific procedures;
• Working with surveyors, Clients and other team members on the most appropriate actions to resolve queries;
• Supporting the contractual compliance across the team, including performing within the SLAs and KPIs on behalf of BNPPRE; and
• Assisting in continuously improving processes for market leading best practise financial management and in accordance with all relevant legislation.
Responsibilities
• Manages existing Client relationships;
• Able to work on a broad range of projects, referring to senior colleagues/ external specialists on highly unusual or technical issues;
• Specialist in one aspect of own discipline. Broad knowledge of principles and practices of related disciplines; and
• Enhances BNP Paribas Real Estate‘s reputation through successful delivery.
• Develop, implement and continuously improve processes and procedures to ensure service delivery standards for internal and external clients are met;
• Work with internal audit and compliance to ensure that all compliance and control requirements are met; and
• Participate in controls of activities.
• Work with the management team to improve the efficiency, effectiveness and control of their day-to-day work;
• Act as the principal contact point for Clients, surveyors, and other relevant parties on all aspects of accounting service delivery;
• Monitor and produce client accounting records, including client statements and/or profit and loss and balance sheet reporting, VAT and other tax reporting, charges to Occupiers and Clients, reconciliations, CIS, rent deposits, and bank, cash, and service charge reconciliations, query response and maintaining and collating supporting information as required;
• Ensure that services are delivered in accordance with the agreed contract;
• Attend client meetings as required and work with clients to understand their needs, interpret requirements and respond as appropriate;
• Work with team members on the structuring of accounting records and achievement of reporting goals;
• Ensuring all necessary Quality Assurance reviews have been undertaken and signed off before issue; and
• Assist in internal and external audits of financial information, procedures and controls.
Person specification
Qualifications
• Qualified or part qualified in a recognised accounting qualification (CIMA, ACCA) or qualified through experience.
• GCSE level qualifications including Maths and English;
Experience
• Highly numerate with strong attention to detail and excellent verbal and written communication skills;
• Experience of working within an accounting team within in a property management or similar environment;
• Experience in bookkeeping, internal and external financial reporting, financial operations and associated processes and controls
• Tenacious, presentable, assertive, adaptable, self-aware and self-motivated with excellent verbal and written communication skills and a professional manner;
• Conscientious and highly focussed, with an understanding of accounting and an appreciation of data protection issues;
• Understanding of accounting techniques, including general ledger transactions would be an advantage;
• Committed to the provision of excellent customer service and to meeting deadlines;
• Commercially astute, innovative and solutions oriented;
• Organised and methodical, able to work to tight deadlines and manage time effectively, whilst also able to manage multiple projects; and
• Good skills in Microsoft Office products (Excel, Word, and Outlook). Experience of property management and accounting packages for managing agents (ideally Trace Tramps, or similar packages such as Yardi Propware / Voyager, Qube Horizon) would be a distinct advantage.
- Heath & Leisure: Private medical cover, 25 days annual leave + public holidays (the option of purchasing up to 5 additional days via flex benefits), health screening, gym discounts, wellbeing support, volunteering opportunities, cycle to work scheme, eye care voucher, travel & retail discounts, travel insurance, concierge service, kids pass, open fairways golf card, great company culture and social events (including sports teams, charity events, art pass), perks at work
- Financial: Pension, life assurance at 8 x basic salary, group income protection (long term disability insurance), interest free season ticket loan, bonus scheme – you will be eligible to participate in the Company’s Bonus Scheme, share incentive plan, financial and mortgage advice
The role
An outstanding opportunity has arisen to become a key member of the Rural Land Management and Consultancy team in Guildford
The team undertake the management of Rural Estates and offer a range of professional rural advice, their technical excellence ensures an impressive client base and they advise on some of the most prestigious clients in the area. The role will be a blend of Estate Management and professional working within a team.
Responsibilities
• Acting as principal agent for a selection of key estate management clients
• Undertaking estate and farming business reviews
• Handling diversification projects
• Assisting clients with the promotion of strategic land
• Secured lending and other professional valuations
• Managing and leading a high performing team
• Maintaining a strong and prestigious client base
Key Skill
• Competent and experienced MRICS qualified rural surveyor with experience of delivering work across a range of projects.
• Demonstrate team leadership potential, capable of building relationships with existing and new clients and generating new opportunities.
• Possess a composed manner in order to be able to work under pressure
• Good time management and ability to prioritise workloads
• Ability to meet deadlines
• Accuracy and attention to detail
• Excellent communication skills – must be capable of building and maintaining good relationships with team members, other colleagues and clients.
• Confident manner with clients and the team
• Flexible approach to work and hours undertaken
• An understanding of confidentiality issues and the use of discretion
Person specification
Qualifications:
• Educated to GCSE level or equivalent as a minimum
• Must hold full, valid driving license
Experience
• Proficient in the use of Word, Excel & PowerPoint
• Previous experience of working to deadlines
• Managing a team
We are proud to offer award-winning benefits to support and reward our employees:
• Health & Leisure: Private medical cover, 27 days annual leave + public holidays (the option of purchasing up to 5 additional days via flex benefits), health screening, gym discounts, wellbeing support, volunteering opportunities, cycle to work scheme, eye care voucher, travel & retail discounts, travel insurance, concierge service, kids pass, open fairways golf card, great company culture and social events (including sports teams, charity events, art pass), perks at work
• Financial: Pension, company car allowance, life assurance at 8 x basic salary, group income protection (long term disability insurance), interest free season ticket loan, bonus scheme – you will be eligible to participate in the Company’s Bonus Scheme, share incentive plan, financial and mortgage advice
Strutt and Parker is committed to providing a work environment that fosters diversity, inclusion, and equal employment opportunity without regard to race, colour, gender, age, creed, sex, religion, national origin, disability (physical or mental), marital status, ancestry, sexual orientation, gender identity and gender expression, or any other legally protected status.
The role
An outstanding opportunity has arisen to become a key member of the Rural Land Management and Consultancy team in Lewes or Guildford.
The team undertake the management of Rural Estates and offer a range of professional rural advice, their technical excellence ensures an impressive client base and they advise on some of the most prestigious clients in the area. The role will be a blend of Estate Management and professional working within a team.
Responsibilities
Key deliverables
• Acting as principal agent for a selection of key estate management clients
• Undertaking estate and farming business reviews
• Handling diversification projects
• Assisting clients with the promotion of strategic land
• Secured lending and other professional valuations
Responsibilities
• Managing individuals within a high performing team
• Maintain a strong client base
Key Skill
• Competent and experienced MRICS qualified rural surveyor with experience of delivering work across a range of projects.
• Demonstrate team leadership potential, capable of building relationships with existing and new clients and generating new opportunities.
• Possess a composed manner in order to be able to work under pressure
• Good time management and ability to prioritise workloads
• Ability to meet deadlines
• Accuracy and attention to detail
• Excellent communication skills – must be capable of building and maintaining good relationships with team members, other colleagues and clients.
• Confident manner with clients and the team
• Flexible approach to work and hours undertaken
• An understanding of confidentiality issues and the use of discretion
Person specification
Qualifications:
• Educated to GCSE level or equivalent as a minimum
Experience
• Proficient in the use of Word, Excel & PowerPoint
• Previous experience of working to deadlines
• Managing a team
We are proud to offer award-winning benefits to support and reward our employees:
• Heath & Leisure: Private medical cover, 27 days annual leave + public holidays (the option of purchasing up to 5 additional days via flex benefits), health screening, gym discounts, wellbeing support, volunteering opportunities, cycle to work scheme, eye care voucher, travel & retail discounts, travel insurance, concierge service, kids pass, open fairways golf card, great company culture and social events (including sports teams, charity events, art pass), perks at work
• Financial: Pension, company car allowance, life assurance at 8 x basic salary, group income protection (long term disability insurance), interest free season ticket loan, bonus scheme – you will be eligible to participate in the Company’s Bonus Scheme, share incentive plan, financial and mortgage advice
Strutt and Parker is committed to providing a work environment that fosters diversity, inclusion, and equal employment opportunity without regard to race, colour, gender, age, creed, sex, religion, national origin, disability (physical or mental), marital status, ancestry, sexual orientation, gender identity and gender expression, or any other legally protected status.
The Role
We seek an Associate Director to join our busy and collaborative Rating Department. The role focuses on supporting clients with large, complex portfolios by providing an accurate, effective and timely rating appeal service.
The role will involve working closely with colleagues in Birmingham and the wider department (and other business lines) throughout the UK to deliver our business plan(s) and to support the company’s ambition for growth. A key focus is to build on our excellent reputation and increase our market share in strategically identified and specialist sectors.
The successful candidate will have responsibility for some client relationships, which includes working with other stakeholders outside of BNP Paribas Real Estate.
Responsibilities
• Deliver substantial fee income commensurate with role – equivalent to a minimum of 3x basic salary per annum
• Provision of sound and profitable advice and transactions to clients
• Undertake a role in the promotion and development of the Rating offering within the wider BNP Paribas business
• Actively manage client base to deliver financial goals
• Provide accurate management information to the Head of Rating and Senior Director(s) as required
• Contribute directly towards improving the Rating team’s profitability
• Contribute to Surveyor and Graduate development
• Actively manage client base to deliver financial goals
• Maintain and build client relationships
• Actively sell our Rating capability to clients
• Be effective in winning new business
• Develop relationships and grow business from existing and new clients
• Develop a solid track record of repeat instructions
• Identify cross selling opportunities and execute them
• Monitor the pipeline of current and prospective assignments in Rating and action
• Monitor service to clients via regular reviews and promptly rectify any shortfall in quality
• Where required assist in our Key Account Management programme to ensure we understand client Rating needs
• Develop a strong network of relationships and proactively sell services across the Group
• Work with colleagues outside of Rating in the achievement of our company vision and objectives
• Manage fee negotiations, billing and actively manage debtors
• Bill regularly and collect fees as quickly as possible
• Accurately fore cast fees when required to do so by the Head of Rating and Senior Directors
• Assist the Senior team in the development of initiatives to improve profitability
Person specification
Qualifications
• Educated to degree level
• MRICS
Experience
• Demonstrable record of delivery in the UK Real Estate market with a strong Rating background
• and track record in the market place
• Previous experience and evidence of enhancing performance through growth and profitability
• Developing market profile as a new business generator
We are proud to offer award-winning benefits to support and reward our employees:
• Health & Leisure: Private medical cover, 27 days annual leave + public holidays (the option of purchasing up to 5 additional days via flex benefits), health screening, gym discounts, wellbeing support, volunteering opportunities, cycle to work scheme, eye care voucher, travel & retail discounts, travel insurance, concierge service, kids pass, open fairways golf card, great company culture and social events (including sports teams, charity events, art pass), perks at work
• Financial: Pension, company car allowance, life assurance at 8 x basic salary, group income protection (long term disability insurance), interest free season ticket loan, bonus scheme – you will be eligible to participate in the Company’s Bonus Scheme, share incentive plan, financial and mortgage advice
BNP Paribas Real Estate is committed to providing a work environment that fosters diversity, inclusion, and equal employment opportunity without regard to race, colour, gender, age, creed, sex, religion, national origin, disability (physical or mental), marital status, ancestry, sexual orientation, gender identity and gender expression, or any other legally protected status.
.Job Title: Data Privacy Manager
Location: Solihull; a flexible hybrid working model which supports you as well as enabling you to work collaboratively with your colleagues
Hours: Full time
______________________________________________
A bit about us:
At BNP Paribas Personal Finance, we are proud to be part of a global banking group. Our mission is simple: to provide straightforward consumer finance solutions that empower customers to make responsible financial decisions. We partner with some of the UK’s most well-known retailers and brands to help their customers finance purchases in a responsible way.
The Role:
As a Data Governance Manager, you will Ensure UK GDPR, PECR 2003 and BCBS239 compliance. You will drive continuous improvements across the business and maximise the income and benefit of available data, alongside increasing confidence and consistency in the quality of data. This role will report into the Head of Data Governance within BNP Paribas Personal Finance UK as part of the first line of defence.
Key Responsibilities:
- Completion of data governance documentation such Data Protection Impact Assessments (DPIA), Record of Processing Activities (RoPA), Cookie Privacy Assessments & Legitimate Interest Assessments.
- Assessing data quality across BNP PF, complete root cause analysis where data is impacted.
- Managing multiple stakeholders and understand technology and commercial concepts quickly, e.g. working closely with Risk and Finance teams to ensure BCBS239 compliance and working closely with IT and marketing teams to manage cookies.
- Identifying areas of improvement in local practices, relative to managing data governance. Contributing to complex projects, orientating the project to deliver maximum business benefit whilst adhering to the data governance, protection and management principles.
- Representing the data governance team across analytical groups & business areas to provide advice & support on data infrastructure, data integrity, quality and privacy. Advising of system recommendations and technical approaches to maintain controls / validation.
- Remaining up to date with the requirements of GDPR and helping build remedial work programs to highlight ongoing risks.
- Championing and growing awareness and knowledge of data governance to enhance the data culture across the organisation.
- Acting as a subject matter expert on data related issues, working collaboratively with various stakeholders to communicate data risks and administer guidance, training and educational materials when required.
- Working effectively under pressure with competing and rapidly changing priorities
Skills & Attributes:
- Extensive knowledge of data architecture and quality
- Substantial experience of working within a data governance or protection setting, with a strong understanding of UK GDPR, PECR and BCB239
- Strong ability to embed information, business process and system wide changes to a technical and non-technical audience
- Strong ability to extract information by questioning, active listening and interviewing
- Demonstrable stakeholder and relationship management skills
- Project management experience is desirable
What’s in it for you?
Joining BNP Paribas Personal Finance means becoming part of a Top Employer UK dedicated to making a difference to the lives of our customers. Along with a fulfilling career, you’ll be able to enjoy a benefits package which you can tailor to your lifestyle and needs, with key highlights including;
- Competitive salary and a contributory pension scheme
- Access to our Health Cash Plan Scheme
- A multi-award-winning flexible benefits platform offering life insurance, private medical insurance, or lifestyle benefits that include discounts on dining, cinema, and days out
- The opportunity to buy and sell holidays, giving you even more control over your work-life balance
Could this be you?
Making a positive impact is at the heart of everything we do – whether for our colleagues, customers, partners, or the community. We live by our values: We’re positive, we’re brave, and we own it. We believe a positive attitude and a passion for making things happen matter most. Don’t let confidence hold you back – there’s no such thing as a ‘perfect’ candidate. If you meet 75% of the requirements for this role, we want to hear from you! Whether you’re considering a career change or exploring a sector jump, we welcome applicants with transferable skills.
Apply now to express your interest and discover how you can make a meaningful contribution to our dynamic team.
To learn more about careers at BNP Paribas Personal Finance UK, visit our website: https://www.bnpparibas-pf.co.uk/careers.
Equal Opportunities Disclaimer
BNP Paribas Personal Finance promotes equality of opportunity and is committed to ensure that no individual is discriminated against on the grounds of age, disability, gender reassignment, marriage or civil partnership status, pregnancy and maternity, race, religion or belief, sex or sexual orientation.
Marketing Operations Manager
1-year fixed-term contract, maternity cover
Swindon – Hybrid
We’re Arval BNP Paribas – we’re a global leader in vehicle leasing and the fourth largest leasing company in the UK. Our passion for Service, Sustainability, and Solutions is brought to life by each and every one of our people – who we call Journey Makers.
Culturally, we’re a friendly bunch – more human than corporate – and we serve a diverse customer base. From families choosing their first electric vehicle, to global brands seeking to switch their fleets to electric vehicles – whatever our customers’ mobility needs, we have a solution to offer.
Why join Arval?
In addition to the benefits and opportunities that come with being part of a progressive global banking group, we have a supportive and collaborative culture where wellbeing and work-life balance are taken seriously. Which is why we recently won the Wellbeing category of the 2024 Business Car Awards.
About the role
As Marketing Operations Manager your purpose will be to lead the delivery of customer acquisition and in-life communications. Your team is responsible for marketing and communications for both corporate and regulated retail customers. You’ll manage the operational marketing budget and ensure marketing activities adhere to governance and regulatory requirements whilst delivering the required outcomes.
This role is a 1-year fixed-term contract, to cover maternity leave.
Some of your key responsibilities will include:
- Day-to-day leadership of the marketing operations team
- Working collaboratively with product and sales teams to deliver end-to-end marketing campaigns
- Utilising data and analytics to deliver insights and ensure a data-led approach to performance marketing
- Ensure good governance, regulatory requirements and sustainability standards are applied consistently across all campaigns
What we’re looking for
You’re a knowledgeable marketing manager with a strong sense of accountability and a bias for action. You’re a capable people leader with strong communication and interpersonal skills and a desire to get the best out of your people.
You’ll also be able to demonstrate:
- Experience of managing results-oriented digital marketing practices
- Proven ability to generate high quality leads for corporate and consumer channels
- Ability to deliver results in a regulated environment with a high degree of corporate governance
- Commercial acumen with the ability to balance strategy and operational delivery
The package
We offer a basic starting salary of up to £60,000, plus a bonus of up to £8,900. We also offer 25 days holiday as standard, plus bank holidays, an extra day off for your birthday, and the option to purchase an additional 5 days.
We also provide a comprehensive benefits package, including:
- Company car or cash alternative of £6,000 per annum
- Private medical cover, including a digital GP service
- Company pension with up to 10% employer contribution
- Discounts on our products and services and discounts in many high street brands
- 2 paid volunteering days every year
- Free on-site gym
- Subsidised restaurant serving chef-prepared breakfast and lunch, plus discounted Costa Coffee
- Plus, a range of flexible benefits to suit your lifestyle
Ready to make a difference?
Sound interesting? Click to apply and a member of our Talent Acquisition team will review your CV.
We’re passionate about being consciously inclusive employer, with a strong Speak Up culture. We’re also proud to be a Ban the Box employer as part of our commitment to a fair and inclusive society for all.
Interview process
- Telephone interview our Talent Acquisition team
- Two-stage interview process
If you’re not shortlisted, we’ll still let you know the outcome of your application.
What are you waiting for? Apply today and we’ll be in touch.
Main Job Purpose
Within Securities Services the Sales and Relationship Management team is key to ensuring the continued growth of the Channel Islands across both traditional (Global Custody, FDS, TDS and Fund Administration) and alternative (Private Capital) business lines. There are two main elements to the role:
- delivering against a local sales pipeline and ASC target as well as contributing to global, often transformational, deals.
- protecting and building strategic relationships with local and global clients, with accountability for local client P&L
The Head of Sales and Relationship Management is responsible for ensuring the Relationship Managers (RMs) and Sales Leads in Jersey and Guernsey are equipped to develop long-term client relationships in line with best practice and meet their sales targets, creating a dynamic team structure that encourages self-drive and ambition, whilst also ensuring up to date product knowledge and an understanding of local and global sales campaigns.
The Head of Sales and Relationship Management must also ensure that the team comply with local governance and global reporting, including Business Acceptance committees.
Key Responsibilities
- Define local sales targets both upsell and new prospects and steer progress to those targets
- Work with regional and global sales leads and communities to ascertain contribution to deals where the Channel Islands is a booking location
- Monitor existing local relationships to ensure strong connectivity and sustained credibility
- Support the team in fostering an inclusive client dialogue, promoting the one-bank approach and fostering the collaboration with FIC and MFS, to maximise cross-selling opportunities
- Ensure client strategies are properly documented, aligned with business strategy (relevant product mix to maximise client profitability) and client selectivity guidelines, leveraging PowerSales methodology, account plans and best practice: Conduct annual client reviews, covering strategy, risk, profitability.
- Identify where relevant the need for local sales campaigns and drive their execution
- Drive selective sales efforts with a view to maximise profitability and fully taking risks into account
- Ensure an effective, high performing and consistent deal management process, locally and across locations including global colleagues
- Support client & business retention, with a view at minimising revenue losses and maximising profitability
- Steer local activity & performance (collective & individual) through standard KPIs & dashboards, ensuring high quality data in Client Vision
- Support the ongoing development of sales skills and competencies across the Channel Islands leadership team.
- Ensure full adhesion to:
- Compliance, Financial Security & Risks policies, such as KYC, AML, ABC
- Regulatory obligations
- Standard BP2S processes & procedures such as ESG assessments, pricing models (3P) and Business Acceptance Process (BAP)
- Work with local leadership team to ensure sufficient time is spent on building and maintaining market relationships and relationship with strategic industry influencers: partner with Client Line to ensure competitor analysis is maintained.
Additional Job Requirements – Essential Requirements
- Sales Planning
- Competitive analysis
- Marketing concepts
- People Management
- Client Management
- Risk Management
- Problem Solving
- Presentation Skills
Additional Job Requirements – Desired Requirements
- Financial planning and strategy
- Language skills an advantage
Qualifications & Industry Experience – Essential Requirements
- Minimum five years’ experience in Securities Services Industry
- Minimum five years’ experience in a client development role
- Industry knowledge, particularly Investment operations
Qualifications & Industry Experience – Desired Requirements
- Experience in selling the following products: Private Capital, TDS, Global Custodian and Fund Administration
- Experience with multi-jurisdictional deal teams
Personal Style – Essential Requirements
- Lead from the front
- Results driven
- Excellent interpersonal and written/oral communication skills
- Ability to build long term relationships both internally and externally
- Persuasive negotiator
- Client and quality driven
- Able to lead and motivate
- Ability to work under own initiative
- Effective team player
- Adaptability to changing environments
Manager Conduct Responsibilities
In a controlled risk environment and in alignment with the global strategy, managers must ensure full compliance with Conduct policies:
- Ensure Conduct governance is fully operational, as per standard guidelines: Conduct is a standard item at the agenda of management or team meetings, Conduct dilemma are well managed and documented, the escalation process is in place, Conduct responsibilities are delegated throughout the perimeter in charge.
- Be aware of the Conduct risks arising in the perimeter in charge and make sure that appropriate mitigating processes and controls are in place.
- Ensure Conduct principles are fully embedded in processes including people management processes (appraisal, promotion, mobility, recruitment, …).
- Develop understanding of Conduct principles by ensuring staff participation to awareness & training sessions.
Regulatory requirements
25 hours CPD required per annum.
- Is the employee a “Principal Person – No
- Is the employee a “Key Person” – No
- Is the employee a “Senior Manager” – Yes
*according to the meanings given under Article 1(1) of the Financial Services Commission (Jersey) Law 19981 as supplemented by the Commission’s Notice designating “senior management functions” dated 12 January 2023 and effective 13 March 2023.