Job Title : Client Partner, Financial Services
Salary : $140,958 per year
Location : 101 College St, Toronto, ON
Company : Meta
Qualifications : Graduate
Experience : 8+ years of experience
ABOUT META
Meta Canada is a leading employer focusing on modern technologies and digital solutions. With a robust consciousness on meta-human reviews and contemporary AI applications, Meta Canada drives improvements in virtual reality, augmented truth, and beyond. The corporation’s dedication to pushing technological barriers is evident in its numerous portfolio, spanning from immersive social studies to groundbreaking improvements in digital connectivity.
Meta Canada prides itself on fostering a way of life of creativity and collaboration, wherein proficient individuals from diverse disciplines come collectively to redefine possibilities inside the virtual panorama. As a key participant in the tech enterprise, Meta Canada continues to shape the future of human interplay and digital transformation globally.
Job Overview
As a Client Partner in Financial Services, your position facilities on fostering and coping with relationships with key customers inside the monetary region. You’ll be accountable for information purchaser wishes, handing over tailored solutions, and ensuring normal consumer satisfaction. This role requires a deep knowledge of financial products, regulatory environments, and market traits to effectively endorse clients on their strategic goals. Strong conversation, negotiation, and hassle-fixing abilities are important to collaborate internally and externally, riding commercial enterprise boom and preserving a aggressive side in the enterprise.
Qualifications of Client Partner, Financial Services:
- Industry Knowledge: Extensive enjoy and information of the economic services enterprise, which includes banking, asset control, insurance, or associated sectors. A strong know-how of monetary products, offerings, regulatory frameworks, and market tendencies is crucial.
- Client Management: Proven tune report in managing client relationships, ideally within a economic offerings context. Ability to apprehend purchaser desires, broaden tailor-made solutions, and make certain high ranges of customer pleasure.
- Strategic Advisor: Ability to behave as a strategic guide to customers, providing insights and hints primarily based on deep industry information and expertise of customer targets.
- Sales and Business Development: Strong sales acumen with a history of effectively riding business increase, identifying new opportunities, and expanding existing money owed.
- Communication Skills: Excellent communication capabilities, each verbal and written, to efficiently interact with customers, senior executives, and inner teams. Must be capable of articulating complicated thoughts genuinely and concisely.
- Negotiation Skills: Proficiency in negotiation strategies to navigate and close offers efficiently, at the same time as making sure jointly beneficial results for customers and the company.(Client Partner, Financial Services)
- Problem-Solving Abilities: Strong analytical and trouble-fixing competencies to assess purchaser demanding situations, devise innovative solutions, and implement techniques that supply measurable effects.
- Team Collaboration: Ability to collaborate correctly with pass-practical teams, which include sales, advertising and marketing, product development, and operations, to meet patron wishes and gain business objectives.
- Leadership and Influence: Demonstrated leadership traits with the capability to inspire and impact stakeholders at all stages of the corporation and inside customer groups.
- Educational Background: A bachelor’s diploma in commercial enterprise administration, finance, economics, or a related discipline is normally required. A grasp’s diploma or applicable professional certifications (e.G., CFA, CPA) can be wonderful.
- Technical Proficiency: Familiarity with CRM structures, financial modeling gear, and other relevant software programs used in client dating management and business development.
Responsibilities of Client Partner, Financial Services at Meta:
Client Relationship Management:
- Develop and nurture strong relationships with key customers inside the financial offerings zone.
- Act as the primary point of contact and relied on guide for clients, understanding their commercial enterprise needs and imparting strategic steering.
Strategic Planning and Advisory:
- Collaborate with customers to identify their strategic goals and advise solutions that align with their goals.
- Provide insights into industry tendencies, regulatory changes, and competitive landscapes to guide purchaser selection-making methods.
Business Development:
- Drive revenue increase by way of figuring out new enterprise opportunities and expanding present purchaser money owed.
- Lead the improvement and execution of sales strategies to obtain targets and targets.
Solution Delivery:
- Work carefully with inner groups (e.G., income, product improvement) to customise solutions and deliver price-delivered offerings that cope with customer wishes.
Contract Negotiation:
- Negotiate contracts and agreements with customers, making sure terms are favorable and aligned with organizational objectives.
Performance Monitoring and Reporting:
- Monitor consumer pleasure, retention quotes, and financial performance metrics.
- Prepare normal reports and displays for senior control on purchaser relationship fame, enterprise development sports, and sales forecasts.
Market and Competitive Analysis:
- Conduct marketplace research and aggressive analysis to pick out developments, opportunities, and ability threats to consumer debts.
- Stay knowledgeable approximately industry great practices and rising technologies relevant to monetary offerings.(Client Partner, Financial Services)
Risk Management and Compliance:
- Ensure compliance with regulatory requirements and internal guidelines when handing over solutions and managing consumer relationships.
- Mitigate risks related to patron engagements and contractual agreements.
Team Collaboration and Leadership:
- Collaborate efficiently with move-purposeful groups to leverage understanding and resources in assembly purchaser desires.
- Provide management and mentorship to junior group contributors, fostering a lifestyle of excellence and continuous improvement.
Continuous Learning and Development:
- Stay updated on industry tendencies, marketplace tendencies, and fine practices thru Co Through non-stop mastering and expert development initiatives.
- Share information and insights with colleagues to beautify crew abilities and organizational information.
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