Key objectives of the job:
- Source and manage new clients Asset Managers for our AIF Depositary department, through active prospecting;
- Identify, negotiate and execute opportunities (term sheets, internal committees, etc.);
- Maximize cross-selling with others banking products (Bank accounts, Financings, Forex…);
- Promote AIF Depositary activity both internally and externally (conferences, events…);
- Create strategic partnerships with service providers as Fund Admin. / AIFMs / Lawyers / Big 4;
- Be a driving force in the development of products and services.
Deliverables and key activities:
- Generate new clients for the AIFD portfolio;
- Achieve expected results in terms of new clients, assets under depositary, and account openings while providing the first line of defense;
- Ability to identify opportunities and negotiate with a constructive win-win attitude for the client and the bank;
- Actively collaborate with RMs when growth opportunities are identified within their portfolios;
- Work closely with other BDs IB to proactively position IB's value proposition;
- Work on innovative proposals highlighting all the solutions offered to alternative investment funds, and position yourself as a partner who can offer a comprehensive and consistent range of services to the client;
- Comply with all procedures and compliance obligations (KYC, AML, etc.) related to the role;
- Document client information in the CRM;
- Act as an ambassador for the BIL Group externally: conferences, presentations, training (ALFI, LPEA, etc.);
- Be a source of proposals for product and service development.