Relationship Manager, Investment Management Accounts (Pacific Region)

S&P Global
Sydney, Australia
Apr 20, 2019
May 09, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
JobDescription :
Relationship Manager, Investment Management (Pacific Region)

The Role: S&P Global' s Market Intelligence division is seeking a Relationship Manager for our Sydney Australia offices to cover Pacific Investment Management accounts. A key partner for our clients, the Relationship Management team masters industry, product and financial knowledge to keep our clients informed. This highly strategic role is responsible for managing and developing existing and prospective client relationships across existing book of clients within Investment Management, to understand the challenges and opportunities they face, and will discuss how Market Intelligence solutions can enable them to achieve value through their partnership with the organisation.

The Impact: S&P Global Market Intelligence has a strong reputation in the Pacific Region and we are further building awareness of our brand. You will have the opportunity to immerse yourself in the exciting and constantly-evolving global corporates business, learning about different businesses, challenges they face and helping them optimise and execute revenue and margin growing solutions from S&P Global Market Intelligence's offering. Your contribution and dedication to your role is critical as you have a direct impact on client retention & growth and business generation.

The Team / The Business: The team is composed of experienced professionals within the financial services industry. The business has a friendly, high energy atmosphere with an entrepreneurial spirit. We value team work, a strong sense of camaraderie, personal development, and it is crucial that you are a team player in order to be successful within our organization.

Your Skills: S&P Global Market Intelligence hires professionals from the financial services industry that have a strong understanding of our clients. You have exceptional communication skills and are able to articulate ideas and complex information in a clear and structured manner. You have excellent knowledge of the financial markets and associated persona types, in particular Valuations, M&A, Treasury and Credit Risk, and are well-aware of current trends. You have strong personal integrity and negotiation skills.

Our Hiring Manager says: "I'm looking for a strategic, creative and curious person who is passionate about developing long-lasting, strong client relationships while being an ambassador for S&P Global Market Intelligence. You enjoy learning about the analytical approach of different funds, and are enthusiastic about connecting the dots between people and the strategy organisations. You'll love this job because you will develop strong industry relationships with opportunities for growth and development."

  • Manage Pacific business base for Investment Management accounts.
  • Devise and execute strategic account plans to grow and retain business.
  • Develop an exceptional understanding of S&P Global Market Intelligence products and their application to specific clients/job functions.
  • Maintain, develop and nurture deep & strong relationships with client organisations, addressing their needs & maintaining a high level of customer satisfaction to retain revenue, while providing proactive/reactive generation of sales leads and business development opportunities.
  • Guide clients through the product set up and conduct training sessions and product demos.
  • Analyses clients' business needs, develops solutions, product enhancements and new development opportunities to maintain and grow business.
  • Staying current on competitor offerings to identify the strengths and vulnerabilities of S&P Global Market Intelligence offerings in comparison.
  • Contribute to the business strategy through gaining a deep understanding of industry regulatory requirements, market trends and client requirements.
  • Travel 30%+

  • Bachelor degree in business, commerce, economics or related subjects. Post grad study/CFA a plus.
  • Prior 3-5 years of experience (financial services industry is preferred).
  • Proven track record in relationship management is highly desired.
  • Self-motivated and results oriented, with a positive, "can do" attitude
  • Excellent communication, organisational, presentation and negotiation skills.
  • Personable, and enjoy networking and meeting new people
  • Demonstrates exceptional skills in listening to clients, articulating ideas and complex information in a clear and structured manner.
  • Strong personal integrity and a confident and positive manner.
  • Highly entrepreneurial mindset; demonstrates drive, initiative, energy and sense of urgency.
  • Strong analytical capabilities in the areas of credit risk, financial modeling and valuation analysis is desirable.
  • Works well independently.

S&P Global Market Intelligence

At S&P Global Market Intelligence, we know that not all information is important-some of it is vital. Accurate, deep and insightful. We integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuation and assess credit risk. Investment professionals, government agencies, corporations and universities globally can gain the intelligence essential to making business and financial decisions with conviction.

S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. For more information, visit

To all recruitment agencies; S&P does not accept unsolicited agency resumes. Please do not forward such resumes to any S&P Global employee, office location or website. S&P Global will not be responsible for any fees related to such resumes

EEO Statements
S&P Global is an equal opportunity employer committed to making all employment decisions without regard to race/ethnicity, gender, pregnancy, gender identity or expression, color, creed, religion, national origin, age, disability, marital status (including domestic partnerships and civil unions), sexual orientation, military veteran status, unemployment status, or other legally protected categories, subject to applicable law.

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