Global Account Manager, Insurance, recruitment
Roles and Responsibilities
To operate within the requirements of SCB policy and consistently with OCC/FI Global Strategy.
To be responsible for knowing the Client, and working with the Risk Control team to ensure all necessary Compliance risks are properly managed and accurate records diligently maintained.
To maximise the value to SCB of the resources dedicated to growing existing relationships and developing new relationships capable of generating superior returns from a wide range of products.
To develop and regularly review an Account Plan for each client/prospective client as a means to agreeing and articulating shared goals between stakeholders within the organisation (product partners, network, Credit etc.). Further for TOP clients share development with a global team of OCC/FM and others.
To achieve agreed revenue objectives, working with Business Management to ensure accurate tracking of performance.
To maintain an active and focused calling programme in conjunction with product partners, where appropriate, on clients/prospective clients to enhance SCB's profile in its chosen client segment and identify, qualify and pursue new business opportunities.
To comply with the Bank's Account Management Standards and review/maintain compliance with relevant Country Underwriting Standards, and complete call reports to agreed standards.
To control and monitor facilities for clients to ensure that risks to the Bank are properly managed in accordance with the relevant sector's Credit Policy.
To stay current in understanding industry trends, client dynamics and changes in legislation and regulation in order to anticipate the risks to SCB through their impact on the client and to be able to deliver proactive, innovative solutions.
To exemplify the values of the Group in all undertakings.
Skills/experience required
Successful track record in client coverage, preferably in the non bank FI sector, where coverage includes all aspects of client management, marketing full product suite and assisting in the management of a portfolio of clients
Alternative background of career success within insurance management
Good working knowledge of the insurance and fund industry, including structures, trends, and regulatory environment and market dynamics
Preferred experience of dealing with our existing clients and having some proven client network
Good working knowledge of Financial Market products and Corporate Finance
Excellent written and oral communication skills including PowerPoint and Excel.
Track record of client coverage including working with management, legal teams, external counsel and internal partners
Ability to work under pressure and meet tight timeframes
Excellent team player and leader
Appropriate educational background and professional accreditation
