• Develop and implement a business development plan designed to maintain and grow existing business and create new opportunities mainly for Retail markets but not restricted to them
• Increase client profitability, encourage and coordinate business development activities within product groups (including prioritization)
• Make strategic planning and forecasting for the accounts that responsible for ( key accounts assigned will be discussed later on taking into consideration the capabilities of the new KAM)
• Eesponsible for client turnover and customer P & L
• Manage a key account, regularly communicate and consult the client, plan the account according to client needs and problems
• Design of research methodology and develop proposals together with the product teams
• Collaborate with relevant product groups to integrated solutions
• Initiate and manage product teams for offers and presentations for major clients
• Check with the product team to identify the best solutions for addressing client needs
• Analyze the calculation of the project developed by the product group involved.

Skills: Business Development Strategy, Client Relationship Management, Strategic Planning and Forecasting, Financial Acumen (P&L Management), Proposal Development and Research, Cross-functional Collaboration, Solution-Oriented Approach, Communication and Presentation

• Liaise with clients, service providers and business support to ensure smooth and prompt transaction processing and service delivery of clients’ requirements (payments, loan/deposit rollovers, asset transfers, corporate actions, etc)
• Respond promptly and responsibly to client inquiries and/or requests. 
• Follow through to make sure the clients’ requests are executed. 
• Ensure error-free & timely execution of clients’ instructions
• Ensure timely completion and update on the Bank’s internal systems of call reports, documentation, client profiling and any other administrative matters from time to time
• Receive and execute trade orders in a timely and accurate manner
• Ensure all operational processes are performed in full adherence to internal policies as well as all regulatory requirements
• Participate in projects and the relevant UATs (User Acceptance Testing) on new systems before they are implemented Bank-wide as and when requested
• Proactively manage own development needs and attend to relevant training for continuous upgrade.
• Adhere to Group’s Core Values - Conduct business with utmost integrity and professionalism
• Manage all client complaints and escalations
• Provide fundamental support in all aspects of client service, client relationship building and account maintenance to provide excellent service to Ultra High Net Worth/High Net Worth clients and assist the business activities of Relationship Managers (account opening/maintenance/periodic reviews, setting up of Lombard facilities)

Skills: Client Relationship Management, Customer Service, Attention to Detail, Regulatory Compliance, Project Management, Documentation and Reporting, Trade Execution, Problem Solving and Complaint Handling

• Support the Client Services Manager and another Client Services Executive in the delivery of day-to-day support services to BARB’s clients.
• Engaging with broadcasters to support them in providing programme and commercial data to Kantar for publication to the wider industry. 
• Broadcasters produce data logs telling us what they broadcast and when. 
• Services team owns the programme /commercial logs and data identifying specific pieces of TV content and engages with the broadcasters to provide training and resolve any issues in this area. 
• Communicate and training with several smaller broadcasters who are new to the process for having a channel reported by BARB and managing and improving the process for updating published programme and commercial data
• Forming the front-line staff for BARB subscribers and the BARB executive when they have questions around the BARB data and service. 
• Everyday thousands of people use the data that we provide. 
• Fields those questions and requests and works with the rest of the team to find answers and solutions.
• Responding to queries from subscribers, broadcasters and the BARB executive
• Managing the programme and spot log system and giving related training / coaching to broadcasters. 
• Engaging with the broadcasters to improve the speed and accuracy with which data is provided
• Working closely with other teams to resolve queries
• Communicating key changes, notices and updates to the industry and maintaining industry contact details
• Communicating key issues to BARB
• Implementing system updates to include new reported channels, or make changes to currently reported channels

Skills: Client Relationship Management, Broadcast Industry Knowledge, Training and Development, Communication Skills, Problem-Solving Ability, Team Collaboration, Attention to Detail, Adaptability and Initiative

• Building and developing relationships with IFA's / advisers/wealth managers
• Dealing with technical adviser enquiries relating to their clients investment portfolio
• Processing ISA, Unit Trust, Equity, Pension, OEIC, ETFs etc. transfers
• Processing new business applications
• Administering portfolios and actioning buys and sells
• Ensuring that all transactions are executed and recorded on time
• Delivering on projects with internal and external stakeholders
• Assist clients by responding to complex queries, which can be via phone, email, or other query means.
• Establish a relationship with the clients to build trust and our reputation.
• Take accountability for issues worked on, in turn providing regular updates to both external and internal parties
• Identify trends in queries raised, work with the client to educate or liaise with internal teams to close gaps.
• Escalate risk issues promptly to managers.
• Collaborate with the team and/or manager to conduct root-cause analysis and implement remediation fixes.

Skills: Relationship Building, Technical Knowledge, Transaction Processing, New Business Administration, Portfolio Administration, Project Management, Client Service Excellence, Problem Solving and Risk Management

• Build long term, sustainable, relationships with new clients in order to create pipeline, close business and support revenue growth for the Assurance (cyber security) division.
• Work with sales management to build effective account and opportunity plans
• Work alongside internal delivery teams in order to develop opportunities and ensure we close projects in a timely fashion.
• Managing sales data using Salesforce as the core platform
• Work with the Global Business Development Lead to achieve an accurate pipeline development and forecasting throughout the fiscal year
• Reporting of activity akin to report sales and campaign results
• Ability to support with sales operations, interaction with legal team, contract completion etc.
• Working across the sales, operations and billing teams to ensure a seamless engagement and collaboration
• Managing and improving the subscriber portal including set-up of new users
• Updating data specifications for routine and ad-hoc changes
• Working with Broadcasters on queries relating to the Programme Attribution Service (PAS) and setting up new users
• Participate in weekend rota (approx. one weekend in four) for managing industry communications when data delivery issues occur.

Skills: Client Relationship Management, Strategic Account and Opportunity Planning, Cross-functional Collaboration, Salesforce Expertise, Pipeline Development and Forecasting, Sales and Campaign Reporting, Sales Operations and Contract Management, Customer Support and Engagement

• Familiar with social mediums like Facebook, Twitter, and Instagram among others.
• Be creative and have an engaging personality.
• Great written English
• Able to create great social media content for national and multinational brands in diverse sectors.
• Extremely tech-savvy with a thirst for knowledge.
• Ability to track social media trends, research topics, and keep us with current happenings.
• Familiarity with SEO & SEM techniques
• Awareness of current industry and technology standards, social media, competitive landscape, and market trends
• Ability to identify and process data.
• Strong administrative and organizational abilities.
• An understanding of Origo is beneficial.

Qualifications: BA in Marketing with 2 years of Experience

• Knowledge of the insurance and reinsurance industry (broker assistant experience is also ideal)
• Proficient in the use of MS Word, MS Excel, PowerPoint and Outlook to an intermediate level of understanding
• Ability to interpret information and strong problem-solving skills
• Demonstrated effective written and verbal communication skills
• Negotiation and interpersonal skills to be capable of dealing with all levels of Chubb personnel, Chubb Clients and/or Brokers.
• Knowledge of agency management system (EPIC) and other technology used to support processes
• Adheres to Hylant Core Values (Family, Hard Work, Honesty, Respect, and Empathy) and has a clear understanding of office culture and team structure
• Enthusiastic and positive communication
• Strong time management and organizational skills
• Exceptional attention to detail

Qualifications: BA in Communications with 3 years of Experience

• Good technology skills – intermediate to advanced level
• Effective communication skills, both verbal and written
• Excellent administrative and organizational skills
• Good business acumen and a proactive approach to problem-solving.
• Confident and enthusiastic person who can manage a varied and unpredictable workload with minimum supervision.
• Excellent relationship management skills
• Ability to work under pressure and to ask for support
• Be able to work in a collaborative way, sharing learnings and best practices
• University degree or equivalent experience
• Strong analytical mind and excellent numerical skills
• Experience in Client /Customer Service and/or Marketing Research/Data related roles

Qualifications: BA in Business Administration with 2 years of Experience

• Excellent communication skills with a positive telephone manner
• Ability to effectively manage client and internal stakeholder relationships
• Ability and desire to understand client’s business and needs
• Excellent organisational and time management skills
• Ability to create and maintain accurate/accessible and organised documentation
• Ability to produce all necessary reports in an effective and timely manner
• Ability to use email, internet applications, MS Office applications (especially Excel), and be adept at picking up new systems with training
• Ability to process and produce accurate data in a user friendly format accessible to all
• Must be comfortable working within defined Key Performance Indicators and Service Levels
• Passionate about client service with a positive approach to dealing with people

Qualifications: BA in Psychology with 4 years of Experience

• Experience working as an administrator in an IFA/Wealth Management environment
• Experience using Microsoft Office 365 (SharePoint, Teams, Word, Excel and Outlook)
• Experience with cash flow modeling software e.g. Truth / Voyant
• Experience working in a similar role in Financial Services, the Investment or Wealth Management industry
• Experience managing end-to-end administration processes
• Experience managing administrative staff (desirable)
• Knowledge of the regulatory environment in which we operate.
• Understanding of the products and services Rathbone provides
• Grades A-C at GCSE or equivalent in English and Maths
• Adaptability to changing environment (new selling solutions, products, ways of working)

Qualifications: BA in Public Relations with 3 years of Experience